-3.3%
ONDS vs HALO
+158.1%
-161.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -5.0% | -3.4% | -1.6% | -3.9% |
| 30D | -25.6% | +4.3% | -29.8% | -26.6% |
| 3M | -22.1% | +51.8% | -73.9% | -32.8% |
| 6M | -27.6% | +57.8% | -85.4% | -38.9% |
| YTD | -25.7% | +59.0% | -84.7% | -38.1% |
| 1Y | +30.4% | +41.2% | -10.8% | +13.1% |
| 3Y | +695.0% | +177.8% | +517.1% | +360.6% |
| All | -3.3% | +158.1% | -161.5% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling