+432.5%
HALO vs WING
+407.0%
+25.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.5% | -0.1% | +0.7% | +0.6% |
| 30D | +5.0% | -6.0% | +11.1% | +5.8% |
| 3M | +53.1% | -23.5% | +76.6% | +59.7% |
| 6M | +60.8% | -52.0% | +112.7% | +83.0% |
| YTD | +60.9% | -53.8% | +114.7% | +82.1% |
| 1Y | +42.8% | -63.8% | +106.6% | +69.2% |
| 3Y | +181.3% | -30.8% | +212.0% | +166.3% |
| 5Y | +157.6% | -34.3% | +191.9% | +133.3% |
| 10Y | +910.4% | +352.4% | +558.0% | +344.9% |
| All | +432.5% | +407.0% | +25.5% | +106.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling