-89.3%
SQQQ vs HALO
+178.1%
-267.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.5% |
| 7D | +1.8% | -2.7% | +4.5% | +1.0% |
| 30D | +4.2% | +5.3% | -1.2% | +5.7% |
| 3M | -3.3% | +51.6% | -54.8% | +10.1% |
| 6M | -43.6% | +61.3% | -104.9% | -34.1% |
| YTD | -41.9% | +59.3% | -101.2% | -31.9% |
| 1Y | -50.6% | +38.3% | -88.9% | -44.4% |
| 3Y | -89.3% | +185.9% | -275.2% | -83.4% |
| All | -89.3% | +178.1% | -267.4% | -83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling