+764.2%
PODD vs HALO
+942.6%
-178.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.8% |
| 7D | -6.9% | -2.1% | -4.8% | -6.3% |
| 30D | -3.5% | +4.6% | -8.1% | -4.7% |
| 3M | -13.6% | +50.2% | -63.8% | -23.4% |
| 6M | -42.6% | +57.6% | -100.2% | -49.9% |
| YTD | -51.5% | +59.6% | -111.0% | -58.0% |
| 1Y | -60.9% | +41.2% | -102.1% | -65.1% |
| 3Y | -19.8% | +178.9% | -198.6% | -43.6% |
| 5Y | -54.4% | +160.1% | -214.5% | -67.9% |
| 10Y | +236.1% | +967.5% | -731.4% | +45.2% |
| All | +764.2% | +942.6% | -178.5% | +82.6% |
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