+80.0%
HALO vs EQH
+12.7%
+67.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -5.7% | +0.1% | -5.1% |
| 7D | -6.3% | -3.1% | -3.2% | -5.9% |
| 30D | +12.1% | -2.9% | +15.0% | +12.5% |
| 3M | +47.1% | +3.1% | +44.0% | +46.7% |
| 6M | +86.7% | +21.8% | +64.9% | +82.6% |
| YTD | +82.7% | +13.3% | +69.4% | +77.4% |
| 1Y | +80.0% | +20.1% | +59.9% | +71.4% |
| All | +80.0% | +12.7% | +67.3% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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