+131.0%
AMDL vs HALO
+162.4%
-31.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.8% | +6.9% | +6.2% |
| 7D | +29.0% | -2.1% | +31.0% | +29.2% |
| 30D | +19.1% | +4.6% | +14.4% | +18.1% |
| 3M | +1.8% | +50.2% | -48.5% | -5.8% |
| 6M | +374.4% | +57.6% | +316.8% | +333.7% |
| YTD | +278.9% | +59.6% | +219.3% | +245.8% |
| 1Y | +510.6% | +41.2% | +469.4% | +470.1% |
| All | +131.0% | +162.4% | -31.4% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling