+1,728.6%
QLD vs HALO
+924.7%
+803.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | +1.9% | -2.1% | +4.0% | +2.7% |
| 30D | -1.8% | +4.6% | -6.4% | -3.6% |
| 3M | -0.1% | +50.2% | -50.3% | -15.4% |
| 6M | +32.6% | +57.6% | -25.0% | +9.8% |
| YTD | +27.9% | +59.6% | -31.7% | +4.8% |
| 1Y | +40.3% | +41.2% | -0.9% | +19.9% |
| 3Y | +182.5% | +178.9% | +3.6% | +68.9% |
| 5Y | +122.5% | +160.1% | -37.6% | +33.3% |
| 10Y | +1,728.6% | +967.5% | +761.1% | +598.8% |
| All | +1,728.6% | +924.7% | +803.8% | +598.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling