+38.3%
HALO vs TPG
-16.9%
+55.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -2.7% | -9.4% | +6.7% | -1.8% |
| 30D | +5.3% | -5.3% | +10.6% | +5.8% |
| 3M | +51.6% | +12.9% | +38.6% | +49.7% |
| 6M | +61.3% | +20.1% | +41.2% | +58.7% |
| YTD | +59.3% | -22.5% | +81.8% | +55.7% |
| 1Y | +38.3% | -19.7% | +58.0% | +34.0% |
| All | +38.3% | -16.9% | +55.2% | +34.0% |
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