+32.1%
SOLS vs HALO
+64.3%
-32.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.4% | +3.9% |
| 7D | +0.3% | +4.6% | -4.3% | +0.1% |
| 30D | +2.1% | +31.8% | -29.7% | -0.4% |
| 3M | -24.1% | +53.9% | -78.0% | -28.7% |
| 6M | -15.0% | +57.4% | -72.3% | -21.7% |
| YTD | +31.6% | +63.7% | -32.1% | +19.2% |
| All | +32.1% | +64.3% | -32.2% | +19.6% |
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