+791.3%
ANET vs HALO
+158.6%
+632.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.6% |
| 7D | +3.0% | -2.7% | +5.7% | +3.4% |
| 30D | -5.2% | +5.3% | -10.5% | -5.9% |
| 3M | +27.6% | +51.6% | -23.9% | +19.4% |
| 6M | +44.4% | +61.3% | -16.9% | +33.5% |
| YTD | +52.3% | +59.3% | -7.0% | +41.1% |
| 1Y | +30.4% | +38.3% | -7.9% | +23.3% |
| 3Y | +313.3% | +185.9% | +127.4% | +228.7% |
| All | +791.3% | +158.6% | +632.7% | +570.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling