+136.0%
NVO vs HALO
+979.6%
-843.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -7.6% | -2.7% | -4.9% | -7.2% |
| 30D | -6.0% | +5.3% | -11.3% | -6.7% |
| 3M | -0.8% | +51.6% | -52.3% | -6.9% |
| 6M | +16.5% | +61.3% | -44.8% | +8.2% |
| YTD | -11.1% | +59.3% | -70.4% | -17.5% |
| 1Y | -16.7% | +38.3% | -55.0% | -21.2% |
| 3Y | -52.9% | +185.9% | -238.8% | -60.8% |
| 5Y | -3.0% | +159.9% | -162.9% | -19.7% |
| All | +136.0% | +979.6% | -843.5% | +57.3% |
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