+499.5%
AMDL vs HALO
+41.1%
+458.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.9% |
| 7D | +15.9% | -2.7% | +18.6% | +15.7% |
| 30D | +10.5% | +5.3% | +5.2% | +10.8% |
| 3M | -4.7% | +51.6% | -56.3% | -7.0% |
| 6M | +355.2% | +61.3% | +293.9% | +336.8% |
| YTD | +270.9% | +59.3% | +211.6% | +270.0% |
| 1Y | +499.5% | +38.3% | +461.2% | +364.2% |
| All | +499.5% | +41.1% | +458.4% | +364.2% |
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