+210.2%
ROIV vs HALO
+41.3%
+168.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | +22.3% | -2.1% | +24.4% | +22.8% |
| 30D | +16.9% | +4.6% | +12.2% | +15.4% |
| 3M | +43.9% | +50.2% | -6.3% | +28.3% |
| 6M | +41.6% | +57.6% | -16.0% | +23.8% |
| YTD | +92.7% | +59.6% | +33.1% | +70.7% |
| 1Y | +210.2% | +41.2% | +169.0% | +185.7% |
| All | +210.2% | +41.3% | +168.9% | +185.7% |
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