+202.9%
PWR vs HALO
+177.6%
+25.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.3% |
| 7D | -0.2% | -3.4% | +3.2% | 0.0% |
| 30D | -7.7% | +4.3% | -12.0% | -8.1% |
| 3M | -4.9% | +51.8% | -56.7% | -8.3% |
| 6M | +9.7% | +57.8% | -48.1% | +5.4% |
| YTD | +46.7% | +59.0% | -12.3% | +40.9% |
| 1Y | +58.7% | +41.2% | +17.6% | +53.5% |
| All | +202.9% | +177.6% | +25.3% | +166.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling