+153.8%
GEN vs HALO
+979.6%
-825.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.3% | -2.7% | +1.4% | -0.8% |
| 30D | +6.1% | +5.3% | +0.8% | +5.2% |
| 3M | +27.0% | +51.6% | -24.6% | +18.6% |
| 6M | +43.9% | +61.3% | -17.4% | +32.7% |
| YTD | +13.0% | +59.3% | -46.3% | +4.1% |
| 1Y | +4.0% | +38.3% | -34.2% | -2.1% |
| 3Y | +66.2% | +185.9% | -119.7% | +35.1% |
| 5Y | +23.2% | +159.9% | -136.8% | -0.3% |
| All | +153.8% | +979.6% | -825.8% | +62.0% |
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 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