+92.4%
OVV vs HALO
+2,268.7%
-2,176.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.4% |
| 7D | +6.5% | -18.1% | +24.7% | +9.6% |
| 30D | -2.7% | -8.2% | +5.5% | -1.7% |
| 3M | +3.1% | -1.1% | +4.2% | +2.9% |
| 6M | +12.8% | +41.9% | -29.1% | +5.8% |
| YTD | +68.1% | +49.6% | +18.5% | +55.4% |
| 1Y | +73.6% | +42.5% | +31.1% | +61.5% |
| 3Y | +57.6% | +170.3% | -112.7% | +28.3% |
| 5Y | +104.5% | +158.4% | -53.9% | +65.1% |
| 10Y | +58.4% | +700.2% | -641.8% | +6.4% |
| All | +92.4% | +2,268.7% | -2,176.3% | -5.9% |
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