+50.1%
HALO vs BTG
+38.4%
+11.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | +4.6% | -0.9% | +5.5% | +4.7% |
| 30D | +31.8% | +36.8% | -5.0% | +24.7% |
| 3M | +53.9% | +23.1% | +30.8% | +46.4% |
| 6M | +57.4% | +3.5% | +53.9% | +51.5% |
| YTD | +63.7% | +25.5% | +38.2% | +56.4% |
| 1Y | +50.1% | +40.1% | +10.0% | +29.8% |
| All | +50.1% | +38.4% | +11.7% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling