+238.6%
SCHD vs HALO
+979.6%
-740.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | -2.7% | +0.8% | -1.6% |
| 30D | -0.4% | +5.3% | -5.7% | -1.1% |
| 3M | +5.7% | +51.6% | -45.8% | -0.3% |
| 6M | +11.9% | +61.3% | -49.4% | +4.5% |
| YTD | +26.4% | +59.3% | -32.8% | +18.1% |
| 1Y | +27.6% | +38.3% | -10.7% | +21.3% |
| 3Y | +54.9% | +185.9% | -130.9% | +29.7% |
| 5Y | +60.9% | +159.9% | -99.0% | +34.2% |
| All | +238.6% | +979.6% | -740.9% | +137.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling