+1,660.3%
PLTR vs HALO
+302.9%
+1,357.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -4.1% | -2.7% | -1.4% | -3.1% |
| 30D | -2.2% | +5.3% | -7.5% | -4.1% |
| 3M | +27.6% | +51.6% | -24.0% | +10.0% |
| 6M | +10.3% | +61.3% | -50.9% | -7.6% |
| YTD | -5.9% | +59.3% | -65.2% | -21.4% |
| 1Y | +1.7% | +38.3% | -36.5% | -10.8% |
| 3Y | +959.1% | +185.9% | +773.2% | +502.8% |
| 5Y | +536.3% | +159.9% | +376.4% | +263.0% |
| All | +1,660.3% | +302.9% | +1,357.5% | +887.1% |
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