+417.4%
WDC vs HALO
+47.3%
+370.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.4% | +5.9% |
| 7D | +1.7% | +4.6% | -2.9% | +1.1% |
| 30D | -10.0% | +31.8% | -41.8% | -15.1% |
| 3M | -18.8% | +53.9% | -72.6% | -29.2% |
| 6M | +79.0% | +57.4% | +21.7% | +53.0% |
| YTD | +171.6% | +63.7% | +107.8% | +119.7% |
| 1Y | +417.4% | +50.1% | +367.3% | +347.0% |
| All | +417.4% | +47.3% | +370.1% | +347.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling