+50.1%
HALO vs WTW
+3.0%
+47.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.3% |
| 7D | +4.6% | -2.6% | +7.2% | +4.9% |
| 30D | +31.8% | -1.0% | +32.8% | +32.0% |
| 3M | +53.9% | +29.9% | +24.0% | +51.6% |
| 6M | +57.4% | +10.7% | +46.7% | +56.2% |
| YTD | +63.7% | +2.6% | +61.2% | +63.7% |
| 1Y | +50.1% | +2.8% | +47.4% | +48.0% |
| All | +50.1% | +3.0% | +47.1% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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