+30.8%
SOXX vs HALO
+80.0%
-49.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -5.7% | -65.1% | -69.8% |
| 7D | -23.0% | -6.3% | -16.7% | -20.4% |
| 30D | -32.9% | +12.1% | -44.9% | -32.0% |
| 3M | -25.3% | +47.1% | -72.4% | -27.5% |
| 6M | -17.8% | +86.7% | -104.4% | -24.7% |
| YTD | +32.1% | +82.7% | -50.6% | +19.7% |
| 1Y | +30.8% | +80.0% | -49.2% | +19.1% |
| All | +30.8% | +80.0% | -49.2% | +19.1% |
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