+41.1%
PAAS vs HALO
+40.2%
+0.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -3.7% | -3.4% | -0.3% | -2.9% |
| 30D | -1.9% | +4.3% | -6.1% | -2.8% |
| 3M | +15.1% | +51.8% | -36.7% | +4.6% |
| 6M | -17.1% | +57.8% | -74.9% | -25.6% |
| YTD | -1.3% | +59.0% | -60.3% | -11.3% |
| 1Y | +41.1% | +41.2% | -0.1% | +33.6% |
| All | +41.1% | +40.2% | +0.8% | +33.6% |
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 2025-09-10 to 2026-09-10: 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling