+38.3%
HALO vs RGEN
+38.7%
-0.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -2.7% | -1.4% | -1.3% | -2.5% |
| 30D | +5.3% | -0.3% | +5.6% | +5.2% |
| 3M | +51.6% | +23.9% | +27.7% | +45.5% |
| 6M | +61.3% | +38.5% | +22.7% | +50.6% |
| YTD | +59.3% | +0.8% | +58.5% | +57.4% |
| 1Y | +38.3% | +38.2% | +0.1% | +29.1% |
| All | +38.3% | +38.7% | -0.4% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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