+2.1%
AVTR vs HALO
+581.5%
-579.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -1.1% | -2.7% | +1.6% | -0.2% |
| 30D | +6.3% | +5.3% | +1.0% | +4.6% |
| 3M | +53.3% | +51.6% | +1.8% | +33.7% |
| 6M | +78.6% | +61.3% | +17.4% | +52.5% |
| YTD | +29.2% | +59.3% | -30.1% | +10.2% |
| 1Y | +13.8% | +38.3% | -24.4% | +1.3% |
| 3Y | -27.4% | +185.9% | -213.3% | -52.9% |
| 5Y | -65.0% | +159.9% | -225.0% | -77.7% |
| All | +2.1% | +581.5% | -579.4% | -64.9% |
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 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