-55.3%
PODD vs HALO
+158.6%
-213.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -10.5% | -2.7% | -7.8% | -9.8% |
| 30D | -9.0% | +5.3% | -14.3% | -10.4% |
| 3M | -11.5% | +51.6% | -63.1% | -22.5% |
| 6M | -44.7% | +61.3% | -106.0% | -52.6% |
| YTD | -53.6% | +59.3% | -112.9% | -60.3% |
| 1Y | -61.0% | +38.3% | -99.2% | -65.2% |
| 3Y | -24.7% | +185.9% | -210.6% | -52.6% |
| All | -55.3% | +158.6% | -213.9% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling