+8,077.9%
AMD vs HALO
+766.1%
+7,311.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.6% | +15.4% | +14.9% |
| 7D | +6.5% | -19.9% | +26.4% | +12.6% |
| 30D | -15.3% | -6.7% | -8.5% | -14.4% |
| 3M | +9.7% | +0.4% | +9.4% | +8.3% |
| 6M | +13.2% | +60.6% | -47.4% | -4.1% |
| YTD | +140.6% | +53.0% | +87.6% | +105.6% |
| 1Y | +111.2% | +51.4% | +59.8% | +80.8% |
| 3Y | +334.4% | +176.5% | +158.0% | +183.0% |
| 5Y | +268.3% | +169.7% | +98.6% | +131.3% |
| 10Y | +8,077.9% | +747.6% | +7,330.4% | +3,459.4% |
| All | +8,077.9% | +766.1% | +7,311.8% | +3,459.4% |
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