+22.4%
ZM vs HALO
+47.3%
-24.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.3% |
| 7D | +2.9% | +4.6% | -1.6% | +2.8% |
| 30D | +0.7% | +31.8% | -31.1% | +0.2% |
| 3M | -3.7% | +53.9% | -57.6% | -3.9% |
| 6M | +29.9% | +57.4% | -27.5% | +29.5% |
| YTD | +17.4% | +63.7% | -46.3% | +17.5% |
| 1Y | +22.4% | +50.1% | -27.7% | +21.1% |
| All | +22.4% | +47.3% | -24.9% | +21.1% |
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