+7.7%
GEHC vs HALO
+83.8%
-76.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -7.9% | -3.4% | -4.5% | -7.4% |
| 30D | -11.7% | +4.3% | -16.0% | -12.2% |
| 3M | +0.8% | +51.8% | -51.0% | -5.1% |
| 6M | -11.6% | +57.8% | -69.4% | -17.3% |
| YTD | -21.6% | +59.0% | -80.6% | -26.8% |
| 1Y | -15.3% | +41.2% | -56.5% | -20.0% |
| 3Y | -0.5% | +177.8% | -178.4% | -12.8% |
| All | +7.7% | +83.8% | -76.1% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling