+185.9%
HALO vs WTW
+61.9%
+124.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -2.7% | -5.7% | +3.0% | -1.2% |
| 30D | +5.3% | -7.3% | +12.6% | +7.3% |
| 3M | +51.6% | +21.5% | +30.1% | +44.4% |
| 6M | +61.3% | +9.6% | +51.6% | +57.1% |
| YTD | +59.3% | -3.3% | +62.6% | +60.8% |
| 1Y | +38.3% | -6.1% | +44.4% | +41.1% |
| 3Y | +185.9% | +61.8% | +124.0% | +125.1% |
| All | +185.9% | +61.9% | +124.0% | +125.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling