+35.8%
EQT vs HALO
+177.6%
-141.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -1.2% | -3.4% | +2.2% | -1.0% |
| 30D | +1.1% | +4.3% | -3.2% | +0.9% |
| 3M | +4.8% | +51.8% | -47.0% | +2.1% |
| 6M | -10.6% | +57.8% | -68.4% | -13.1% |
| YTD | +3.4% | +59.0% | -55.6% | +0.3% |
| 1Y | +8.7% | +41.2% | -32.5% | +6.2% |
| All | +35.8% | +177.6% | -141.7% | +21.9% |
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