+186.4%
HALO vs WST
-13.7%
+200.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -2.1% | -1.7% | -0.4% | -1.8% |
| 30D | +4.6% | -4.3% | +9.0% | +5.3% |
| 3M | +50.2% | +0.7% | +49.5% | +50.0% |
| 6M | +57.6% | +36.0% | +21.6% | +50.5% |
| YTD | +59.6% | +22.7% | +36.8% | +54.4% |
| 1Y | +41.2% | +34.1% | +7.1% | +34.7% |
| All | +186.4% | -13.7% | +200.1% | +179.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling