+42.2%
TECH vs HALO
+40.2%
+2.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -0.5% | -3.4% | +2.9% | +0.4% |
| 30D | 0.0% | +4.3% | -4.3% | -1.2% |
| 3M | +37.4% | +51.8% | -14.3% | +18.4% |
| 6M | +36.9% | +57.8% | -20.9% | +16.2% |
| YTD | +23.1% | +59.0% | -35.9% | +2.8% |
| 1Y | +42.2% | +41.2% | +1.1% | +29.2% |
| All | +42.2% | +40.2% | +2.0% | +29.2% |
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