+348.1%
AMD vs HALO
+177.0%
+171.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.7% | +13.9% | +13.3% |
| 7D | +8.9% | -20.2% | +29.1% | +10.9% |
| 30D | -16.4% | -6.8% | -9.6% | -16.1% |
| 3M | +5.2% | -0.2% | +5.4% | +4.8% |
| 6M | +11.7% | +60.5% | -48.8% | +4.7% |
| YTD | +137.5% | +52.9% | +84.5% | +123.6% |
| 1Y | +117.8% | +50.8% | +66.9% | +105.4% |
| 3Y | +348.1% | +180.6% | +167.5% | +252.9% |
| All | +348.1% | +177.0% | +171.2% | +252.9% |
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