+5,706.3%
ANET vs HALO
+1,071.6%
+4,634.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.5% |
| 6M | +44.4% | +61.3% | -16.9% | +28.6% |
| YTD | +52.3% | +59.3% | -7.0% | +35.9% |
| 1Y | +30.4% | +38.3% | -7.9% | +19.7% |
| 3Y | +313.3% | +185.9% | +127.4% | +204.7% |
| 5Y | +810.0% | +159.9% | +650.1% | +567.4% |
| 10Y | +3,903.8% | +965.6% | +2,938.2% | +1,880.1% |
| All | +5,706.3% | +1,071.6% | +4,634.7% | +2,439.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling