+47.1%
EQT vs HALO
+979.6%
-932.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -2.0% | -2.7% | +0.7% | -1.7% |
| 30D | 0.0% | +5.3% | -5.3% | -0.7% |
| 3M | +5.9% | +51.6% | -45.6% | 0.0% |
| 6M | -14.8% | +61.3% | -76.0% | -20.3% |
| YTD | +1.8% | +59.3% | -57.5% | -4.9% |
| 1Y | +7.4% | +38.3% | -30.9% | +2.1% |
| 3Y | +33.6% | +185.9% | -152.2% | +11.2% |
| 5Y | +199.3% | +159.9% | +39.4% | +148.5% |
| All | +47.1% | +979.6% | -932.4% | +2.2% |
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