+147.5%
GE vs HALO
+979.6%
-832.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.0% | -2.7% | -1.3% | -3.5% |
| 30D | -11.4% | +5.3% | -16.7% | -12.3% |
| 3M | -2.6% | +51.6% | -54.2% | -10.3% |
| 6M | -0.3% | +61.3% | -61.6% | -9.3% |
| YTD | +5.4% | +59.3% | -53.9% | -4.0% |
| 1Y | +15.5% | +38.3% | -22.7% | +7.8% |
| 3Y | +260.8% | +185.9% | +74.9% | +183.7% |
| 5Y | +421.6% | +159.9% | +261.7% | +308.3% |
| All | +147.5% | +979.6% | -832.1% | +53.7% |
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