+658.6%
ONTO vs HALO
+624.5%
+34.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.3% |
| 7D | -1.0% | +4.6% | -5.6% | -2.7% |
| 30D | -2.9% | +31.8% | -34.7% | -12.4% |
| 3M | -2.5% | +53.9% | -56.4% | -17.3% |
| 6M | +28.2% | +57.4% | -29.2% | +7.5% |
| YTD | +69.8% | +63.7% | +6.0% | +39.9% |
| 1Y | +162.9% | +50.1% | +112.8% | +122.6% |
| 3Y | +95.9% | +157.3% | -61.4% | +22.5% |
| 5Y | +244.5% | +161.0% | +83.5% | +103.5% |
| All | +658.6% | +624.5% | +34.1% | +141.1% |
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