+591.3%
SEI vs HALO
+178.1%
+413.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | +22.6% | -2.7% | +25.3% | +23.0% |
| 30D | +9.1% | +5.3% | +3.8% | +8.3% |
| 3M | -11.3% | +51.6% | -62.9% | -16.8% |
| 6M | +22.0% | +61.3% | -39.2% | +13.1% |
| YTD | +47.3% | +59.3% | -12.0% | +37.1% |
| 1Y | +124.8% | +38.3% | +86.5% | +112.7% |
| 3Y | +591.3% | +185.9% | +405.4% | +469.9% |
| All | +591.3% | +178.1% | +413.2% | +469.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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