+1.0%
NVDA vs HALO
+92.7%
-91.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.3% |
| 7D | -7.1% | +0.2% | -7.3% | -7.1% |
| 30D | -16.2% | +20.3% | -36.6% | -17.4% |
| 3M | -5.5% | +56.6% | -62.1% | -9.2% |
| 6M | +1.1% | +101.9% | -100.8% | -6.0% |
| YTD | +7.6% | +93.7% | -86.1% | -0.2% |
| 1Y | +1.0% | +91.5% | -90.6% | -6.4% |
| All | +1.0% | +92.7% | -91.7% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling