+333.1%
SLV vs HALO
+3,477.6%
-3,144.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -0.3% | +4.6% | -4.9% | -0.5% |
| 30D | +6.7% | +31.8% | -25.1% | +5.4% |
| 3M | -10.7% | +53.9% | -64.6% | -12.4% |
| 6M | -20.6% | +57.4% | -78.0% | -22.2% |
| YTD | -7.1% | +63.7% | -70.9% | -9.2% |
| 1Y | +62.0% | +50.1% | +11.9% | +58.9% |
| 3Y | +169.8% | +157.3% | +12.5% | +157.3% |
| 5Y | +161.5% | +161.0% | +0.5% | +148.1% |
| 10Y | +224.4% | +1,018.7% | -794.3% | +191.0% |
| All | +333.1% | +3,477.6% | -3,144.5% | +270.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling