+54.1%
ZM vs HALO
+556.5%
-502.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.7% | -2.7% | -3.0% | -5.0% |
| 30D | -9.1% | +5.3% | -14.4% | -10.3% |
| 3M | +3.5% | +51.6% | -48.0% | -8.0% |
| 6M | +25.7% | +61.3% | -35.6% | +9.2% |
| YTD | +10.8% | +59.3% | -48.5% | -4.0% |
| 1Y | +12.8% | +38.3% | -25.5% | +1.4% |
| 3Y | +33.1% | +185.9% | -152.7% | -11.9% |
| 5Y | -68.3% | +159.9% | -228.2% | -78.9% |
| All | +54.1% | +556.5% | -502.3% | -25.7% |
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