+183.7%
TECH vs HALO
+979.6%
-795.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -0.4% | -2.7% | +2.3% | +0.3% |
| 30D | 0.0% | +5.3% | -5.4% | -1.6% |
| 3M | +33.7% | +51.6% | -17.9% | +17.9% |
| 6M | +34.9% | +61.3% | -26.4% | +16.8% |
| YTD | +23.2% | +59.3% | -36.1% | +6.7% |
| 1Y | +36.3% | +38.3% | -2.0% | +22.6% |
| 3Y | +2.3% | +185.9% | -183.6% | -27.6% |
| 5Y | -42.9% | +159.9% | -202.8% | -59.4% |
| All | +183.7% | +979.6% | -795.9% | +51.9% |
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