-22.1%
SQQQ vs HALO
+80.0%
-102.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | -5.7% | +24.9% | +17.7% |
| 7D | +31.0% | -6.3% | +37.2% | +29.2% |
| 30D | +55.7% | +12.1% | +43.6% | +58.5% |
| 3M | +31.2% | +47.1% | -15.9% | +42.8% |
| 6M | +5.1% | +86.7% | -81.6% | +23.7% |
| YTD | -24.9% | +82.7% | -107.6% | -9.1% |
| 1Y | -22.1% | +80.0% | -102.1% | -6.8% |
| All | -22.1% | +80.0% | -102.1% | -6.8% |
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