+260.6%
SNDU vs HALO
+68.5%
+192.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.5% | +24.1% | +23.3% |
| 7D | +35.2% | +4.6% | +30.6% | +38.7% |
| 30D | +50.8% | +31.8% | +19.0% | +78.5% |
| 3M | -43.2% | +53.9% | -97.1% | -31.2% |
| All | +260.6% | +68.5% | +192.1% | +297.8% |
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 · Available span rolling