+2,417.6%
HALO vs BIIB
+303.0%
+2,114.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.2% |
| 7D | -3.4% | -4.0% | +0.6% | -1.9% |
| 30D | +4.3% | +5.7% | -1.4% | +2.1% |
| 3M | +51.8% | +10.9% | +40.9% | +45.4% |
| 6M | +57.8% | +14.3% | +43.5% | +48.7% |
| YTD | +59.0% | +22.4% | +36.6% | +45.5% |
| 1Y | +41.2% | +51.1% | -9.9% | +18.7% |
| 3Y | +177.8% | -16.8% | +194.7% | +187.4% |
| 5Y | +159.5% | -28.1% | +187.6% | +172.7% |
| 10Y | +963.6% | -27.2% | +990.9% | +786.9% |
| All | +2,417.6% | +303.0% | +2,114.7% | +859.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded BIIB 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling