+38.3%
HALO vs WST
+35.4%
+2.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -2.7% | +1.8% | -4.6% | -3.0% |
| 30D | +5.3% | -1.7% | +7.0% | +5.6% |
| 3M | +51.6% | +4.9% | +46.7% | +50.5% |
| 6M | +61.3% | +45.5% | +15.7% | +50.7% |
| YTD | +59.3% | +26.1% | +33.2% | +52.4% |
| 1Y | +38.3% | +31.7% | +6.6% | +30.7% |
| All | +38.3% | +35.4% | +2.9% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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