+876.3%
HALO vs WWD
+498.2%
+378.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -2.7% | -2.6% | -0.1% | -2.0% |
| 30D | +5.3% | -6.9% | +12.2% | +7.3% |
| 3M | +51.6% | -13.0% | +64.6% | +56.6% |
| 6M | +61.3% | -12.5% | +73.7% | +65.5% |
| YTD | +59.3% | +11.8% | +47.4% | +51.8% |
| 1Y | +38.3% | +41.1% | -2.8% | +22.3% |
| 3Y | +185.9% | +163.1% | +22.8% | +103.0% |
| 5Y | +159.9% | +187.6% | -27.7% | +75.5% |
| All | +876.3% | +498.2% | +378.1% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling