+38.3%
HALO vs WSM
+12.7%
+25.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -2.7% | -0.5% | -2.2% | -2.6% |
| 30D | +5.3% | -7.7% | +13.0% | +7.1% |
| 3M | +51.6% | +3.8% | +47.8% | +50.7% |
| 6M | +61.3% | +22.7% | +38.6% | +54.5% |
| YTD | +59.3% | +28.0% | +31.3% | +52.9% |
| 1Y | +38.3% | +12.7% | +25.5% | +31.6% |
| All | +38.3% | +12.7% | +25.6% | +31.6% |
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