+4,593.6%
EQIX vs HALO
+2,417.6%
+2,176.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.8% |
| 7D | -1.6% | -3.4% | +1.8% | -1.2% |
| 30D | -0.4% | +4.3% | -4.6% | -1.0% |
| 3M | -0.9% | +51.8% | -52.7% | -7.1% |
| 6M | +8.1% | +57.8% | -49.7% | +0.6% |
| YTD | +35.7% | +59.0% | -23.3% | +25.9% |
| 1Y | +34.0% | +41.2% | -7.2% | +26.2% |
| 3Y | +41.4% | +177.8% | -136.4% | +17.6% |
| 5Y | +34.0% | +159.5% | -125.4% | +10.8% |
| 10Y | +242.4% | +963.6% | -721.3% | +117.1% |
| All | +4,593.6% | +2,417.6% | +2,176.0% | +1,866.3% |
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