+357.4%
SOXL vs HALO
+47.3%
+310.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +10.1% |
| 7D | +5.3% | +4.6% | +0.7% | +3.5% |
| 30D | -11.2% | +31.8% | -43.0% | -21.4% |
| 3M | -55.4% | +53.9% | -109.3% | -64.2% |
| 6M | +107.1% | +57.4% | +49.8% | +61.0% |
| YTD | +179.0% | +63.7% | +115.3% | +111.3% |
| 1Y | +357.4% | +50.1% | +307.2% | +260.2% |
| All | +357.4% | +47.3% | +310.1% | +260.2% |
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