+3,847.4%
ANET vs HALO
+979.6%
+2,867.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.6% |
| 7D | +3.0% | -2.7% | +5.7% | +3.6% |
| 30D | -5.2% | +5.3% | -10.5% | -6.3% |
| 3M | +27.6% | +51.6% | -23.9% | +15.8% |
| 6M | +44.4% | +61.3% | -16.9% | +29.0% |
| YTD | +52.3% | +59.3% | -7.0% | +36.2% |
| 1Y | +30.4% | +38.3% | -7.9% | +20.0% |
| 3Y | +313.3% | +185.9% | +127.4% | +204.3% |
| 5Y | +810.0% | +159.9% | +650.1% | +565.0% |
| All | +3,847.4% | +979.6% | +2,867.8% | +2,070.1% |
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 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