+219.9%
SLV vs HALO
+979.6%
-759.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -2.8% | -2.7% | -0.1% | -2.6% |
| 30D | -1.6% | +5.3% | -6.9% | -2.0% |
| 3M | -4.4% | +51.6% | -56.0% | -7.6% |
| 6M | -25.4% | +61.3% | -86.7% | -28.2% |
| YTD | -9.8% | +59.3% | -69.1% | -13.1% |
| 1Y | +53.8% | +38.3% | +15.5% | +49.4% |
| 3Y | +174.7% | +185.9% | -11.2% | +150.2% |
| 5Y | +164.3% | +159.9% | +4.4% | +140.8% |
| All | +219.9% | +979.6% | -759.7% | +183.3% |
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 2016-09-11 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling