-30.0%
PINS vs HALO
+43.0%
-73.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -3.4% | -18.1% | +14.7% | -2.7% |
| 30D | -14.5% | -8.2% | -6.4% | -13.5% |
| 3M | -16.5% | -1.1% | -15.4% | -15.4% |
| 6M | -7.0% | +41.9% | -48.9% | -5.6% |
| YTD | -26.1% | +49.6% | -75.7% | -26.8% |
| 1Y | -30.0% | +42.5% | -72.5% | -31.5% |
| All | -30.0% | +43.0% | -73.0% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling