+14,546.7%
NVDA vs HALO
+979.6%
+13,567.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -2.7% | -2.4% | -4.3% |
| 30D | -2.5% | +5.3% | -7.8% | -4.1% |
| 3M | +6.7% | +51.6% | -44.9% | -6.9% |
| 6M | +17.6% | +61.3% | -43.6% | +0.4% |
| YTD | +17.3% | +59.3% | -42.0% | 0.0% |
| 1Y | +23.5% | +38.3% | -14.8% | +9.5% |
| 3Y | +384.6% | +185.9% | +198.8% | +212.4% |
| 5Y | +875.4% | +159.9% | +715.5% | +531.2% |
| All | +14,546.7% | +979.6% | +13,567.1% | +6,496.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling