+5.5%
GD vs HALO
+50.3%
-44.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +2.9% | +2.3% |
| 7D | -3.0% | -20.2% | +17.1% | -1.9% |
| 30D | +9.3% | -6.8% | +16.1% | +9.8% |
| 3M | -7.2% | -0.2% | -7.0% | -7.2% |
| 6M | +5.5% | +60.5% | -55.1% | +2.4% |
| YTD | +9.5% | +52.9% | -43.4% | +5.3% |
| All | +5.5% | +50.3% | -44.8% | +1.0% |
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