+295.4%
WMB vs HALO
+977.5%
-682.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -1.7% | -3.4% | +1.7% | -1.2% |
| 30D | +0.7% | +4.3% | -3.6% | 0.0% |
| 3M | +1.5% | +51.8% | -50.3% | -5.4% |
| 6M | +0.1% | +57.8% | -57.7% | -7.6% |
| YTD | +22.9% | +59.0% | -36.1% | +13.1% |
| 1Y | +27.9% | +41.2% | -13.3% | +19.6% |
| 3Y | +139.1% | +177.8% | -38.7% | +90.3% |
| 5Y | +270.9% | +159.5% | +111.5% | +190.6% |
| All | +295.4% | +977.5% | -682.2% | +119.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling