+72.2%
EQX vs HALO
+158.6%
-86.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -3.2% | -2.7% | -0.5% | -2.8% |
| 30D | +7.8% | +5.3% | +2.4% | +6.9% |
| 3M | +21.3% | +51.6% | -30.2% | +13.5% |
| 6M | -22.4% | +61.3% | -83.7% | -28.2% |
| YTD | -11.3% | +59.3% | -70.6% | -17.9% |
| 1Y | +13.5% | +38.3% | -24.8% | +7.1% |
| 3Y | +162.1% | +185.9% | -23.7% | +113.9% |
| All | +72.2% | +158.6% | -86.4% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling