-6.9%
GEHC vs HALO
+47.3%
-54.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -4.0% | +4.6% | -8.6% | -4.9% |
| 30D | -2.0% | +31.8% | -33.8% | -8.0% |
| 3M | +8.0% | +53.9% | -45.9% | -2.9% |
| 6M | -12.8% | +57.4% | -70.1% | -22.7% |
| YTD | -15.9% | +63.7% | -79.7% | -26.8% |
| 1Y | -6.9% | +50.1% | -57.0% | -17.3% |
| All | -6.9% | +47.3% | -54.2% | -17.3% |
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