+26.6%
OVV vs HALO
+58.1%
-31.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.8% |
| 7D | +0.3% | +4.6% | -4.3% | +0.8% |
| 30D | +11.7% | +31.8% | -20.1% | +16.5% |
| 3M | +9.8% | +53.9% | -44.1% | +20.4% |
| 6M | +26.6% | +57.4% | -30.8% | +41.1% |
| All | +26.6% | +58.1% | -31.6% | +41.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling