+91.2%
OVV vs HALO
+2,492.7%
-2,401.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.7% |
| 7D | +0.3% | +4.6% | -4.3% | -0.4% |
| 30D | +11.7% | +31.8% | -20.1% | +6.6% |
| 3M | +9.8% | +53.9% | -44.1% | +2.1% |
| 6M | +26.6% | +57.4% | -30.8% | +16.9% |
| YTD | +67.0% | +63.7% | +3.3% | +52.8% |
| 1Y | +55.9% | +50.1% | +5.8% | +44.3% |
| 3Y | +45.5% | +157.3% | -111.8% | +19.6% |
| 5Y | +157.3% | +161.0% | -3.6% | +108.0% |
| 10Y | +65.0% | +1,018.7% | -953.7% | +5.7% |
| All | +91.2% | +2,492.7% | -2,401.5% | -7.5% |
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