+185.9%
HALO vs XPO
+151.0%
+34.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -2.7% | -5.7% | +2.9% | -1.8% |
| 30D | +5.3% | -12.8% | +18.1% | +7.7% |
| 3M | +51.6% | -20.0% | +71.5% | +56.9% |
| 6M | +61.3% | -6.0% | +67.3% | +62.0% |
| YTD | +59.3% | +34.0% | +25.2% | +50.8% |
| 1Y | +38.3% | +35.6% | +2.7% | +30.1% |
| 3Y | +185.9% | +152.3% | +33.6% | +138.3% |
| All | +185.9% | +151.0% | +34.9% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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