+119.6%
AMDL vs HALO
+148.4%
-28.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -1.3% | +15.6% | +14.4% |
| 7D | +18.5% | -22.0% | +40.5% | +21.8% |
| 30D | -24.2% | -8.5% | -15.8% | -23.6% |
| 3M | +11.5% | -0.9% | +12.4% | +11.0% |
| 6M | -1.0% | +53.1% | -54.1% | -9.4% |
| YTD | +260.3% | +51.1% | +209.2% | +230.1% |
| 1Y | +178.2% | +45.0% | +133.2% | +156.9% |
| All | +119.6% | +148.4% | -28.8% | +84.3% |
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 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