+45.5%
ENTG vs HALO
+177.6%
-132.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.6% | -3.9% |
| 7D | +5.1% | -3.4% | +8.5% | +5.8% |
| 30D | -8.5% | +4.3% | -12.8% | -9.4% |
| 3M | +6.7% | +51.8% | -45.1% | -2.5% |
| 6M | +17.7% | +57.8% | -40.1% | +6.5% |
| YTD | +63.5% | +59.0% | +4.5% | +47.5% |
| 1Y | +73.6% | +41.2% | +32.4% | +59.8% |
| All | +45.5% | +177.6% | -132.1% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling