+149.7%
XBI vs HALO
+979.6%
-829.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -3.6% |
| 30D | -2.0% | +5.3% | -7.3% | -4.0% |
| 3M | +17.8% | +51.6% | -33.8% | -1.5% |
| 6M | +23.7% | +61.3% | -37.5% | +0.7% |
| YTD | +28.2% | +59.3% | -31.1% | +4.3% |
| 1Y | +64.0% | +38.3% | +25.7% | +40.6% |
| 3Y | +99.4% | +185.9% | -86.5% | +16.3% |
| 5Y | +19.3% | +159.9% | -140.6% | -29.5% |
| All | +149.7% | +979.6% | -829.9% | -20.7% |
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