+1,692.6%
PLTR vs HALO
+307.0%
+1,385.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.7% |
| 7D | -5.3% | +0.5% | -5.9% | -5.5% |
| 30D | -1.0% | +5.0% | -6.0% | -2.8% |
| 3M | +24.8% | +53.1% | -28.3% | +7.2% |
| 6M | +8.4% | +60.8% | -52.4% | -9.1% |
| YTD | -4.2% | +60.9% | -65.1% | -20.3% |
| 1Y | +9.1% | +42.8% | -33.7% | -5.5% |
| 3Y | +1,025.6% | +181.3% | +844.3% | +547.1% |
| 5Y | +565.8% | +157.6% | +408.2% | +281.7% |
| All | +1,692.6% | +307.0% | +1,385.6% | +901.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling