+660.8%
ZBRA vs HALO
+2,422.4%
-1,761.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | -3.4% | -2.7% | -0.7% | -3.0% |
| 30D | -7.4% | +5.3% | -12.7% | -8.2% |
| 3M | +57.5% | +51.6% | +5.9% | +46.6% |
| 6M | +64.0% | +61.3% | +2.7% | +50.9% |
| YTD | +44.3% | +59.3% | -15.0% | +32.8% |
| 1Y | +10.9% | +38.3% | -27.4% | +4.2% |
| 3Y | +37.5% | +185.9% | -148.3% | +11.8% |
| 5Y | -39.7% | +159.9% | -199.6% | -50.7% |
| 10Y | +429.9% | +965.6% | -535.7% | +237.8% |
| All | +660.8% | +2,422.4% | -1,761.6% | +265.3% |
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 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