+876.3%
HALO vs WING
+407.7%
+468.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.0% | -5.8% | -0.8% |
| 7D | -2.7% | +7.2% | -9.9% | -3.9% |
| 30D | +5.3% | +4.8% | +0.5% | +4.0% |
| 3M | +51.6% | -23.7% | +75.2% | +57.4% |
| 6M | +61.3% | -43.6% | +104.8% | +75.6% |
| YTD | +59.3% | -50.6% | +109.9% | +75.5% |
| 1Y | +38.3% | -57.0% | +95.3% | +55.6% |
| 3Y | +185.9% | -28.3% | +214.1% | +171.6% |
| 5Y | +159.9% | -32.4% | +192.3% | +138.3% |
| All | +876.3% | +407.7% | +468.6% | +440.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling