+147.7%
WMB vs HALO
+178.6%
-30.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.9% |
| 7D | 0.0% | -2.1% | +2.1% | 0.0% |
| 30D | +4.6% | +4.6% | -0.1% | +4.5% |
| 3M | +5.7% | +50.2% | -44.5% | +4.6% |
| 6M | +4.2% | +57.6% | -53.4% | +2.8% |
| YTD | +26.8% | +59.6% | -32.7% | +25.0% |
| 1Y | +34.7% | +41.2% | -6.5% | +33.4% |
| All | +147.7% | +178.6% | -30.8% | +131.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling