-23.0%
PINS vs HALO
+555.2%
-578.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.9% |
| 7D | -9.9% | -3.4% | -6.5% | -8.9% |
| 30D | -20.9% | +4.3% | -25.2% | -22.1% |
| 3M | -13.7% | +51.8% | -65.5% | -25.7% |
| 6M | -3.0% | +57.8% | -60.8% | -17.8% |
| YTD | -27.5% | +59.0% | -86.5% | -39.5% |
| 1Y | -46.8% | +41.2% | -87.9% | -53.9% |
| 3Y | -31.8% | +177.8% | -209.7% | -59.1% |
| 5Y | -65.4% | +159.5% | -224.8% | -79.7% |
| All | -23.0% | +555.2% | -578.3% | -77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling