-3.1%
GEHC vs HALO
+177.6%
-180.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -7.9% | -3.4% | -4.5% | -7.3% |
| 30D | -11.7% | +4.3% | -16.0% | -12.4% |
| 3M | +0.8% | +51.8% | -51.0% | -6.9% |
| 6M | -11.6% | +57.8% | -69.4% | -19.0% |
| YTD | -21.6% | +59.0% | -80.6% | -28.5% |
| 1Y | -15.3% | +41.2% | -56.5% | -21.3% |
| All | -3.1% | +177.6% | -180.6% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling