+50.1%
HALO vs TXG
+372.5%
-322.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +4.6% | +1.8% | +2.8% | +4.3% |
| 30D | +31.8% | +32.0% | -0.2% | +26.1% |
| 3M | +53.9% | +87.0% | -33.1% | +40.7% |
| 6M | +57.4% | +180.1% | -122.7% | +36.8% |
| YTD | +63.7% | +284.1% | -220.4% | +37.7% |
| 1Y | +50.1% | +361.7% | -311.6% | +26.4% |
| All | +50.1% | +372.5% | -322.4% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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