+238.8%
EQX vs HALO
+643.9%
-405.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.4% |
| 6M | -22.4% | +61.3% | -83.7% | -28.3% |
| YTD | -11.3% | +59.3% | -70.6% | -18.0% |
| 1Y | +13.5% | +38.3% | -24.8% | +7.0% |
| 3Y | +162.1% | +185.9% | -23.7% | +113.6% |
| 5Y | +84.2% | +159.9% | -75.7% | +51.1% |
| All | +238.8% | +643.9% | -405.1% | +199.6% |
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