+32,355.3%
AVGO vs HALO
+1,272.8%
+31,082.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +3.3% |
| 7D | -0.3% | +0.5% | -0.9% | -0.4% |
| 30D | -13.8% | +5.0% | -18.9% | -14.7% |
| 3M | -6.9% | +53.1% | -60.1% | -14.5% |
| 6M | +11.9% | +60.8% | -48.8% | +1.6% |
| YTD | +6.9% | +60.9% | -54.1% | -3.2% |
| 1Y | +7.4% | +42.8% | -35.4% | -0.8% |
| 3Y | +345.6% | +181.3% | +164.3% | +250.1% |
| 5Y | +718.9% | +157.6% | +561.3% | +542.3% |
| 10Y | +2,755.4% | +910.4% | +1,845.0% | +1,591.9% |
| All | +32,355.3% | +1,272.8% | +31,082.6% | +15,235.5% |
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