+53.0%
OVV vs HALO
+178.6%
-125.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.4% |
| 7D | -3.8% | -2.1% | -1.7% | -3.8% |
| 30D | +1.3% | +4.6% | -3.4% | +1.2% |
| 3M | +14.3% | +50.2% | -35.9% | +13.2% |
| 6M | +21.1% | +57.6% | -36.5% | +19.8% |
| YTD | +66.0% | +59.6% | +6.5% | +63.5% |
| 1Y | +59.3% | +41.2% | +18.1% | +57.9% |
| All | +53.0% | +178.6% | -125.6% | +45.2% |
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