+8,695.3%
PWR vs HALO
+2,426.8%
+6,268.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -1.7% |
| 7D | +2.7% | -2.1% | +4.7% | +3.0% |
| 30D | -5.1% | +4.6% | -9.8% | -5.9% |
| 3M | -9.4% | +50.2% | -59.6% | -15.9% |
| 6M | +10.4% | +57.6% | -47.2% | +1.4% |
| YTD | +48.6% | +59.6% | -10.9% | +36.1% |
| 1Y | +68.0% | +41.2% | +26.8% | +56.8% |
| 3Y | +204.7% | +178.9% | +25.9% | +144.2% |
| 5Y | +451.9% | +160.1% | +291.8% | +339.5% |
| 10Y | +2,425.3% | +967.5% | +1,457.8% | +1,392.2% |
| All | +8,695.3% | +2,426.8% | +6,268.5% | +3,286.1% |
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