+2,770.9%
AVGO vs HALO
+979.6%
+1,791.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.1% | -2.7% | +3.9% | +1.8% |
| 30D | -13.0% | +5.3% | -18.3% | -14.1% |
| 3M | -6.0% | +51.6% | -57.5% | -15.2% |
| 6M | +6.4% | +61.3% | -54.9% | -5.8% |
| YTD | +5.0% | +59.3% | -54.3% | -7.1% |
| 1Y | +1.4% | +38.3% | -36.9% | -7.4% |
| 3Y | +336.8% | +185.9% | +150.9% | +216.6% |
| 5Y | +698.2% | +159.9% | +538.3% | +475.9% |
| All | +2,770.9% | +979.6% | +1,791.4% | +1,487.7% |
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