+135,284.4%
NVDA vs HALO
+2,426.8%
+132,857.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | -0.3% | -2.1% | +1.7% | +0.1% |
| 30D | +2.8% | +4.6% | -1.8% | +1.8% |
| 3M | +7.4% | +50.2% | -42.8% | -1.4% |
| 6M | +22.6% | +57.6% | -35.0% | +11.2% |
| YTD | +20.1% | +59.6% | -39.5% | +8.3% |
| 1Y | +31.2% | +41.2% | -10.0% | +20.9% |
| 3Y | +391.7% | +178.9% | +212.9% | +280.9% |
| 5Y | +911.9% | +160.1% | +751.8% | +685.8% |
| 10Y | +15,200.7% | +967.5% | +14,233.2% | +8,812.4% |
| All | +135,284.4% | +2,426.8% | +132,857.6% | +56,506.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling