-87.1%
SNDQ vs HALO
+79.8%
-166.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -5.7% | +50.0% | +45.7% |
| 7D | +116.9% | -6.3% | +123.1% | +119.5% |
| 30D | +205.2% | +12.1% | +193.2% | +176.1% |
| 3M | +45.4% | +47.1% | -1.7% | +5.8% |
| 6M | -66.2% | +86.7% | -152.9% | -78.1% |
| All | -87.1% | +79.8% | -166.8% | -91.5% |
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 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