+201.1%
WELL vs HALO
+158.6%
+42.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.2% | -2.7% | +2.5% | +0.1% |
| 30D | +2.3% | +5.3% | -3.0% | +1.7% |
| 3M | +12.3% | +51.6% | -39.3% | +6.7% |
| 6M | +15.6% | +61.3% | -45.7% | +9.0% |
| YTD | +28.3% | +59.3% | -31.0% | +21.0% |
| 1Y | +41.9% | +38.3% | +3.6% | +35.8% |
| 3Y | +198.3% | +185.9% | +12.5% | +153.3% |
| All | +201.1% | +158.6% | +42.4% | +145.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling