+8,471.9%
AMD vs HALO
+933.5%
+7,538.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +6.4% |
| 7D | +10.0% | +0.5% | +9.5% | +9.8% |
| 30D | +4.6% | +5.0% | -0.4% | +3.0% |
| 3M | +3.1% | +53.1% | -50.0% | -9.6% |
| 6M | +162.8% | +60.8% | +102.0% | +126.3% |
| YTD | +136.2% | +60.9% | +75.2% | +102.5% |
| 1Y | +234.0% | +42.8% | +191.2% | +195.1% |
| 3Y | +376.7% | +181.3% | +195.5% | +219.2% |
| 5Y | +376.3% | +157.6% | +218.8% | +216.4% |
| All | +8,471.9% | +933.5% | +7,538.4% | +3,804.7% |
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