+3,343.4%
STX vs HALO
+979.6%
+2,363.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | -2.3% | -2.7% | +0.5% | -1.8% |
| 30D | -5.5% | +5.3% | -10.8% | -6.6% |
| 3M | -4.3% | +51.6% | -55.9% | -13.1% |
| 6M | +115.6% | +61.3% | +54.4% | +92.8% |
| YTD | +202.2% | +59.3% | +142.9% | +171.0% |
| 1Y | +325.3% | +38.3% | +287.0% | +292.2% |
| 3Y | +1,283.9% | +185.9% | +1,098.0% | +945.6% |
| 5Y | +1,048.3% | +159.9% | +888.4% | +768.3% |
| All | +3,343.4% | +979.6% | +2,363.9% | +1,859.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling