+161.6%
HALO vs BRKR
-39.7%
+201.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -2.7% | -8.7% | +6.0% | -0.6% |
| 30D | +5.3% | -9.9% | +15.2% | +7.9% |
| 3M | +51.6% | -3.1% | +54.6% | +50.0% |
| 6M | +61.3% | +45.5% | +15.8% | +41.2% |
| YTD | +59.3% | +13.7% | +45.6% | +48.4% |
| 1Y | +38.3% | +67.4% | -29.2% | +13.9% |
| 3Y | +185.9% | -13.2% | +199.1% | +174.9% |
| All | +161.6% | -39.7% | +201.3% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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