+7,765.4%
AMD vs HALO
+689.5%
+7,075.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.4% | -8.4% | -8.6% |
| 7D | +18.9% | -3.2% | +22.2% | +19.9% |
| 30D | -6.4% | -14.2% | +7.7% | -3.1% |
| 3M | +10.6% | -0.4% | +11.0% | +9.3% |
| 6M | +19.9% | +43.2% | -23.3% | +5.2% |
| YTD | +149.4% | +49.0% | +100.4% | +114.6% |
| 1Y | +115.4% | +40.8% | +74.5% | +88.4% |
| 3Y | +357.3% | +167.4% | +189.9% | +200.7% |
| 5Y | +261.1% | +157.4% | +103.8% | +130.0% |
| All | +7,765.4% | +689.5% | +7,075.9% | +3,399.3% |
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