+164.0%
AMDL vs HALO
+43.0%
+121.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +11.8% |
| 7D | +103.5% | -18.1% | +121.7% | +102.9% |
| 30D | -18.3% | -8.2% | -10.1% | -17.6% |
| 3M | +20.1% | -1.1% | +21.2% | +20.0% |
| 6M | +15.9% | +41.9% | -26.0% | +3.2% |
| YTD | +303.0% | +49.6% | +253.4% | +233.1% |
| 1Y | +164.0% | +42.5% | +121.5% | +127.9% |
| All | +164.0% | +43.0% | +121.0% | +127.9% |
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 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