-8.6%
ONON vs HALO
+178.1%
-186.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -2.1% | -2.7% | +0.6% | -2.0% |
| 30D | -11.6% | +5.3% | -16.9% | -11.7% |
| 3M | -30.1% | +51.6% | -81.7% | -31.1% |
| 6M | -30.5% | +61.3% | -91.8% | -31.7% |
| YTD | -41.0% | +59.3% | -100.3% | -42.1% |
| 1Y | -36.7% | +38.3% | -75.0% | -37.6% |
| 3Y | -8.6% | +185.9% | -194.5% | -18.1% |
| All | -8.6% | +178.1% | -186.7% | -18.1% |
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 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