+50.6%
POET vs HALO
+47.3%
+3.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.5% | +8.6% | +8.2% |
| 7D | +5.6% | +4.6% | +1.0% | +4.3% |
| 30D | -2.1% | +31.8% | -33.9% | -10.6% |
| 3M | -48.8% | +53.9% | -102.7% | -56.2% |
| 6M | +15.8% | +57.4% | -41.6% | -5.4% |
| YTD | +25.1% | +63.7% | -38.6% | +4.4% |
| 1Y | +50.6% | +50.1% | +0.4% | +24.0% |
| All | +50.6% | +47.3% | +3.3% | +24.0% |
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 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