+55.1%
ZM vs HALO
+557.6%
-502.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | +0.3% | -2.1% | +2.4% | +0.9% |
| 30D | -10.3% | +4.6% | -14.9% | -11.4% |
| 3M | -0.7% | +50.2% | -50.9% | -11.6% |
| 6M | +24.8% | +57.6% | -32.8% | +9.1% |
| YTD | +11.5% | +59.6% | -48.1% | -3.4% |
| 1Y | +12.3% | +41.2% | -28.8% | +0.4% |
| 3Y | +33.5% | +178.9% | -145.4% | -10.9% |
| 5Y | -67.5% | +160.1% | -227.6% | -78.3% |
| All | +55.1% | +557.6% | -502.5% | -25.3% |
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