+91.5%
HALO vs WING
-23.2%
+114.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | +1.3% |
| 7D | +0.2% | +21.0% | -20.7% | +0.1% |
| 30D | +20.3% | +56.9% | -36.5% | +19.9% |
| 3M | +56.6% | +38.4% | +18.2% | +56.1% |
| 6M | +101.9% | +12.0% | +89.9% | +103.1% |
| YTD | +93.7% | -29.2% | +122.9% | +94.9% |
| 1Y | +91.5% | -28.8% | +120.3% | +93.6% |
| All | +91.5% | -23.2% | +114.7% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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