+32.4%
PWR vs HALO
+92.7%
-60.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.3% | -13.0% | -11.8% |
| 7D | -4.4% | +0.2% | -4.6% | -4.4% |
| 30D | -15.1% | +20.3% | -35.4% | -16.5% |
| 3M | -16.2% | +56.6% | -72.8% | -20.5% |
| 6M | -23.3% | +101.9% | -125.2% | -31.4% |
| YTD | +37.6% | +93.7% | -56.1% | +25.0% |
| 1Y | +32.4% | +91.5% | -59.1% | +21.8% |
| All | +32.4% | +92.7% | -60.3% | +21.8% |
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