+3,341.8%
V vs HALO
+1,905.4%
+1,436.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.9% | -3.2% | +4.2% | +1.4% |
| 30D | +9.0% | -14.2% | +23.1% | +11.2% |
| 3M | +16.7% | -0.4% | +17.1% | +16.3% |
| 6M | +33.4% | +43.2% | -9.8% | +25.2% |
| YTD | +22.4% | +49.0% | -26.6% | +13.8% |
| 1Y | +27.7% | +40.8% | -13.2% | +19.6% |
| 3Y | +78.0% | +167.4% | -89.4% | +47.2% |
| 5Y | +108.5% | +157.4% | -48.9% | +70.0% |
| 10Y | +459.0% | +697.1% | -238.0% | +265.9% |
| All | +3,341.8% | +1,905.4% | +1,436.4% | +1,324.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling