+50.1%
HALO vs TPG
-6.0%
+56.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | +4.6% | -2.4% | +7.0% | +4.8% |
| 30D | +31.8% | +11.1% | +20.7% | +30.4% |
| 3M | +53.9% | +26.3% | +27.6% | +50.2% |
| 6M | +57.4% | +18.3% | +39.0% | +53.3% |
| YTD | +63.7% | -14.4% | +78.2% | +59.1% |
| 1Y | +50.1% | -6.7% | +56.8% | +46.6% |
| All | +50.1% | -6.0% | +56.1% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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