+3,308.7%
AMD vs HALO
+2,321.6%
+987.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.7% | +13.9% | +13.4% |
| 7D | +8.9% | -20.2% | +29.1% | +13.6% |
| 30D | -16.4% | -6.8% | -9.6% | -15.7% |
| 3M | +5.2% | -0.2% | +5.4% | +4.4% |
| 6M | +11.7% | +60.5% | -48.8% | -0.4% |
| YTD | +137.5% | +52.9% | +84.5% | +113.1% |
| 1Y | +117.8% | +50.8% | +66.9% | +95.8% |
| 3Y | +348.1% | +180.6% | +167.5% | +240.1% |
| 5Y | +241.5% | +166.6% | +74.9% | +156.9% |
| 10Y | +7,228.2% | +801.2% | +6,427.0% | +4,077.3% |
| All | +3,308.7% | +2,321.6% | +987.1% | +1,138.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling