-5.1%
EQT vs HALO
+90.8%
-95.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -2.8% |
| 7D | -6.3% | +0.2% | -6.5% | -6.3% |
| 30D | +3.1% | +20.3% | -17.3% | +3.5% |
| 3M | +0.2% | +56.6% | -56.4% | +0.5% |
| 6M | -10.3% | +101.9% | -112.2% | -10.2% |
| YTD | -0.8% | +93.7% | -94.5% | -1.6% |
| All | -5.1% | +90.8% | -95.9% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling