+189.3%
TECH vs HALO
+689.5%
-500.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.1% | -3.2% | +3.4% | +1.1% |
| 30D | +0.5% | -14.2% | +14.7% | +4.2% |
| 3M | +1.1% | -0.4% | +1.5% | +0.2% |
| 6M | +62.8% | +43.2% | +19.7% | +44.1% |
| YTD | +24.5% | +49.0% | -24.5% | +8.4% |
| 1Y | +20.6% | +40.8% | -20.2% | +6.7% |
| 3Y | +29.5% | +167.4% | -137.9% | -8.3% |
| 5Y | -40.9% | +157.4% | -198.3% | -58.6% |
| All | +189.3% | +689.5% | -500.2% | +61.1% |
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 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