+55.9%
SOXL vs HALO
+92.7%
-36.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -9.3% |
| 7D | -37.9% | +0.2% | -38.1% | -37.9% |
| 30D | -59.4% | +20.3% | -79.7% | -61.9% |
| 3M | -52.3% | +56.6% | -108.9% | -60.5% |
| 6M | -47.7% | +101.9% | -149.5% | -64.5% |
| YTD | +58.8% | +93.7% | -34.9% | +8.6% |
| 1Y | +55.9% | +91.5% | -35.6% | +8.3% |
| All | +55.9% | +92.7% | -36.8% | +8.3% |
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 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