-21.6%
PINS vs HALO
+516.5%
-538.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -3.4% | -18.1% | +14.7% | +2.6% |
| 30D | -14.5% | -8.2% | -6.4% | -12.6% |
| 3M | -16.5% | -1.1% | -15.4% | -17.0% |
| 6M | -7.0% | +41.9% | -48.9% | -18.8% |
| YTD | -26.1% | +49.6% | -75.7% | -37.7% |
| 1Y | -30.0% | +42.5% | -72.5% | -40.1% |
| 3Y | -38.5% | +170.3% | -208.7% | -62.9% |
| 5Y | -58.4% | +158.4% | -216.8% | -76.0% |
| All | -21.6% | +516.5% | -538.1% | -76.8% |
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