+384.6%
NVDA vs HALO
+178.1%
+206.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -2.7% | -2.4% | -4.8% |
| 30D | -2.5% | +5.3% | -7.8% | -3.0% |
| 3M | +6.7% | +51.6% | -44.9% | +1.7% |
| 6M | +17.6% | +61.3% | -43.6% | +11.2% |
| YTD | +17.3% | +59.3% | -42.0% | +10.8% |
| 1Y | +23.5% | +38.3% | -14.8% | +18.4% |
| 3Y | +384.6% | +185.9% | +198.8% | +322.9% |
| All | +384.6% | +178.1% | +206.5% | +322.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling