+695.6%
AVGO vs HALO
+157.2%
+538.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +1.0% | -3.4% | +4.4% | +1.6% |
| 30D | -13.3% | +4.3% | -17.5% | -14.0% |
| 3M | -2.9% | +51.8% | -54.6% | -10.4% |
| 6M | +5.7% | +57.8% | -52.1% | -3.6% |
| YTD | +4.6% | +59.0% | -54.3% | -5.0% |
| 1Y | -1.6% | +41.2% | -42.8% | -8.7% |
| 3Y | +336.2% | +177.8% | +158.4% | +234.6% |
| 5Y | +695.6% | +159.5% | +536.2% | +469.9% |
| All | +695.6% | +157.2% | +538.4% | +469.9% |
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