+2.9%
NXPI vs HALO
+47.3%
-44.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +1.9% | +4.6% | -2.7% | +1.4% |
| 30D | -1.4% | +31.8% | -33.3% | -4.8% |
| 3M | -29.1% | +53.9% | -82.9% | -32.9% |
| 6M | +6.2% | +57.4% | -51.2% | -0.1% |
| YTD | +5.9% | +63.7% | -57.9% | 0.0% |
| 1Y | +2.9% | +50.1% | -47.2% | -4.9% |
| All | +2.9% | +47.3% | -44.4% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling