-75.0%
QS vs HALO
+158.6%
-233.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -3.6% | -2.7% | -0.9% | -2.7% |
| 30D | -17.2% | +5.3% | -22.6% | -18.9% |
| 3M | -27.0% | +51.6% | -78.5% | -38.1% |
| 6M | -24.6% | +61.3% | -85.8% | -37.6% |
| YTD | -49.3% | +59.3% | -108.6% | -58.0% |
| 1Y | -40.3% | +38.3% | -78.6% | -48.0% |
| 3Y | -23.8% | +185.9% | -209.7% | -57.5% |
| All | -75.0% | +158.6% | -233.7% | -87.1% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling