+50.1%
HALO vs WSM
+19.9%
+30.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -1.0% |
| 7D | +4.6% | -3.3% | +7.9% | +5.3% |
| 30D | +31.8% | -8.4% | +40.2% | +34.4% |
| 3M | +53.9% | +9.7% | +44.2% | +51.2% |
| 6M | +57.4% | +16.7% | +40.7% | +51.9% |
| YTD | +63.7% | +28.7% | +35.0% | +57.0% |
| 1Y | +50.1% | +13.7% | +36.5% | +43.9% |
| All | +50.1% | +19.9% | +30.3% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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