+240.4%
GS vs HALO
+176.9%
+63.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | +3.4% | +0.5% | +2.8% | +3.3% |
| 30D | +0.2% | +5.0% | -4.8% | -0.4% |
| 3M | -0.3% | +53.1% | -53.5% | -5.9% |
| 6M | +27.4% | +60.8% | -33.4% | +19.3% |
| YTD | +19.6% | +60.9% | -41.3% | +11.9% |
| 1Y | +42.5% | +42.8% | -0.3% | +35.1% |
| 3Y | +240.4% | +181.3% | +59.2% | +180.3% |
| All | +240.4% | +176.9% | +63.5% | +180.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling