+109.1%
AMDL vs HALO
+92.7%
+16.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.6% |
| 7D | -30.7% | +0.2% | -31.0% | -30.7% |
| 30D | -43.8% | +20.3% | -64.1% | -44.2% |
| 3M | -24.5% | +56.6% | -81.1% | -28.6% |
| 6M | +44.7% | +101.9% | -57.2% | +22.8% |
| YTD | +204.0% | +93.7% | +110.3% | +151.8% |
| 1Y | +109.1% | +91.5% | +17.5% | +76.5% |
| All | +109.1% | +92.7% | +16.4% | +76.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling