+60.2%
SCHD vs HALO
+158.6%
-98.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.0% |
| 3M | +5.7% | +51.6% | -45.8% | +0.4% |
| 6M | +11.9% | +61.3% | -49.4% | +5.3% |
| YTD | +26.4% | +59.3% | -32.8% | +18.9% |
| 1Y | +27.6% | +38.3% | -10.7% | +22.0% |
| 3Y | +54.9% | +185.9% | -130.9% | +30.7% |
| All | +60.2% | +158.6% | -98.5% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling