+2,876.9%
TQQQ vs HALO
+979.6%
+1,897.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -1.9% | -2.7% | +0.8% | -0.4% |
| 30D | -4.9% | +5.3% | -10.2% | -7.8% |
| 3M | -6.4% | +51.6% | -58.0% | -27.4% |
| 6M | +44.4% | +61.3% | -16.9% | +7.6% |
| YTD | +35.2% | +59.3% | -24.1% | +0.5% |
| 1Y | +49.5% | +38.3% | +11.2% | +19.7% |
| 3Y | +250.7% | +185.9% | +64.8% | +61.4% |
| 5Y | +104.7% | +159.9% | -55.2% | -1.4% |
| All | +2,876.9% | +979.6% | +1,897.4% | +724.3% |
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