+201.9%
HALO vs TPG
+74.1%
+127.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -2.7% | -9.4% | +6.7% | -0.5% |
| 30D | +5.3% | -5.3% | +10.6% | +6.4% |
| 3M | +51.6% | +12.9% | +38.6% | +46.7% |
| 6M | +61.3% | +20.1% | +41.2% | +53.5% |
| YTD | +59.3% | -22.5% | +81.8% | +66.9% |
| 1Y | +38.3% | -19.7% | +58.0% | +42.9% |
| 3Y | +185.9% | +81.2% | +104.7% | +120.8% |
| All | +201.9% | +74.1% | +127.8% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling