+2.6%
AVTR vs HALO
+582.7%
-580.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.2% |
| 7D | +1.6% | -2.1% | +3.6% | +2.2% |
| 30D | +8.4% | +4.6% | +3.7% | +6.8% |
| 3M | +50.2% | +50.2% | -0.1% | +31.3% |
| 6M | +82.6% | +57.6% | +25.0% | +56.9% |
| YTD | +29.8% | +59.6% | -29.7% | +10.7% |
| 1Y | +16.0% | +41.2% | -25.2% | +2.5% |
| 3Y | -26.4% | +178.9% | -205.3% | -51.8% |
| 5Y | -64.5% | +160.1% | -224.5% | -77.3% |
| All | +2.6% | +582.7% | -580.1% | -64.7% |
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 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