+7,357.4%
WDC vs HALO
+2,426.8%
+4,930.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +7.5% | -2.1% | +9.5% | +7.9% |
| 30D | +10.1% | +4.6% | +5.4% | +9.0% |
| 3M | -6.8% | +50.2% | -57.1% | -14.5% |
| 6M | +84.1% | +57.6% | +26.5% | +67.1% |
| YTD | +180.3% | +59.6% | +120.7% | +154.0% |
| 1Y | +411.1% | +41.2% | +369.9% | +373.4% |
| 3Y | +1,375.0% | +178.9% | +1,196.1% | +1,060.1% |
| 5Y | +991.6% | +160.1% | +831.5% | +754.8% |
| 10Y | +1,309.1% | +967.5% | +341.6% | +729.2% |
| All | +7,357.4% | +2,426.8% | +4,930.6% | +2,927.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling