+2,426.8%
HALO vs WCN
+2,292.2%
+134.6%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.3% | -0.1% |
| 7D | -2.1% | -1.7% | -0.3% | -1.0% |
| 30D | +4.6% | -3.0% | +7.6% | +6.6% |
| 3M | +50.2% | +2.5% | +47.7% | +47.1% |
| 6M | +57.6% | -5.7% | +63.3% | +61.5% |
| YTD | +59.6% | -7.4% | +67.0% | +64.5% |
| 1Y | +41.2% | -8.6% | +49.8% | +46.2% |
| 3Y | +178.9% | +19.4% | +159.5% | +136.8% |
| 5Y | +160.1% | +27.2% | +132.9% | +105.8% |
| 10Y | +967.5% | +238.5% | +729.0% | +286.7% |
| All | +2,426.8% | +2,292.2% | +134.6% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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