+317.7%
SOXL vs HALO
+41.1%
+276.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.2% |
| 7D | +3.9% | -2.7% | +6.6% | +4.9% |
| 30D | -14.3% | +5.3% | -19.6% | -16.3% |
| 3M | -45.6% | +51.6% | -97.2% | -56.3% |
| 6M | +117.2% | +61.3% | +55.9% | +65.0% |
| YTD | +189.8% | +59.3% | +130.6% | +121.4% |
| 1Y | +317.7% | +38.3% | +279.5% | +231.8% |
| All | +317.7% | +41.1% | +276.7% | +231.8% |
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 · 6 months rolling