+66.2%
PWR vs HALO
+47.3%
+18.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +3.6% | +4.6% | -1.0% | +3.1% |
| 30D | -8.6% | +31.8% | -40.4% | -11.6% |
| 3M | -13.2% | +53.9% | -67.1% | -18.4% |
| 6M | +9.9% | +57.4% | -47.5% | +2.2% |
| YTD | +48.0% | +63.7% | -15.7% | +37.9% |
| 1Y | +66.2% | +50.1% | +16.0% | +56.3% |
| All | +66.2% | +47.3% | +18.9% | +56.3% |
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