+15.8%
NXPI vs HALO
+178.6%
-162.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -2.3% | -2.1% | -0.2% | -1.9% |
| 30D | -4.3% | +4.6% | -9.0% | -5.0% |
| 3M | -24.7% | +50.2% | -74.9% | -29.7% |
| 6M | +9.7% | +57.6% | -47.9% | +1.4% |
| YTD | +3.8% | +59.6% | -55.8% | -4.3% |
| 1Y | +1.6% | +41.2% | -39.6% | -4.6% |
| All | +15.8% | +178.6% | -162.8% | -8.5% |
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