+1,745.5%
WELL vs HALO
+2,492.7%
-747.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -2.0% |
| 7D | -0.8% | +4.6% | -5.4% | -1.3% |
| 30D | -0.1% | +31.8% | -31.9% | -3.6% |
| 3M | +18.0% | +53.9% | -35.9% | +11.7% |
| 6M | +15.0% | +57.4% | -42.4% | +8.4% |
| YTD | +28.6% | +63.7% | -35.1% | +20.5% |
| 1Y | +42.9% | +50.1% | -7.2% | +35.2% |
| 3Y | +203.0% | +157.3% | +45.7% | +162.3% |
| 5Y | +206.9% | +161.0% | +45.9% | +161.2% |
| 10Y | +339.5% | +1,018.7% | -679.2% | +203.0% |
| All | +1,745.5% | +2,492.7% | -747.2% | +868.8% |
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