+25.7%
GPN vs HALO
+979.6%
-953.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -4.3% | -2.7% | -1.6% | -3.8% |
| 30D | 0.0% | +5.3% | -5.3% | -1.0% |
| 3M | +35.8% | +51.6% | -15.7% | +24.4% |
| 6M | +22.0% | +61.3% | -39.2% | +10.1% |
| YTD | +15.2% | +59.3% | -44.1% | +3.4% |
| 1Y | +3.5% | +38.3% | -34.8% | -4.5% |
| 3Y | -26.9% | +185.9% | -212.8% | -44.5% |
| 5Y | -44.2% | +159.9% | -204.2% | -57.7% |
| All | +25.7% | +979.6% | -953.9% | -25.5% |
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