+115.6%
AMDL vs HALO
+161.4%
-45.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | +20.7% | -3.4% | +24.1% | +21.2% |
| 30D | +9.4% | +4.3% | +5.2% | +8.6% |
| 3M | +5.6% | +51.8% | -46.1% | -2.4% |
| 6M | +340.3% | +57.8% | +282.5% | +302.3% |
| YTD | +253.6% | +59.0% | +194.6% | +222.9% |
| 1Y | +443.4% | +41.2% | +402.2% | +407.2% |
| All | +115.6% | +161.4% | -45.9% | +80.3% |
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