+750.3%
NVT vs HALO
+467.8%
+282.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | -2.7% | +6.8% | +4.8% |
| 30D | -5.1% | +5.3% | -10.4% | -6.5% |
| 3M | -1.2% | +51.6% | -52.7% | -12.3% |
| 6M | +46.6% | +61.3% | -14.7% | +27.7% |
| YTD | +60.0% | +59.3% | +0.7% | +39.4% |
| 1Y | +70.8% | +38.3% | +32.5% | +54.2% |
| 3Y | +187.5% | +185.9% | +1.7% | +95.2% |
| 5Y | +426.1% | +159.9% | +266.2% | +252.4% |
| All | +750.3% | +467.8% | +282.5% | +235.1% |
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