+782.9%
ENTG vs HALO
+979.6%
-196.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +1.2% | -2.7% | +3.9% | +2.0% |
| 30D | -12.9% | +5.3% | -18.2% | -14.3% |
| 3M | -3.1% | +51.6% | -54.6% | -14.9% |
| 6M | +21.0% | +61.3% | -40.2% | +4.1% |
| YTD | +67.0% | +59.3% | +7.7% | +43.9% |
| 1Y | +68.6% | +38.3% | +30.4% | +50.8% |
| 3Y | +48.6% | +185.9% | -137.2% | +0.6% |
| 5Y | +18.6% | +159.9% | -141.3% | -19.5% |
| All | +782.9% | +979.6% | -196.6% | +318.7% |
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