+2,422.4%
HALO vs BRKR
+954.4%
+1,468.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -2.7% | -8.7% | +6.0% | 0.0% |
| 30D | +5.3% | -9.9% | +15.2% | +8.5% |
| 3M | +51.6% | -3.1% | +54.6% | +50.1% |
| 6M | +61.3% | +45.5% | +15.8% | +38.4% |
| YTD | +59.3% | +13.7% | +45.6% | +46.5% |
| 1Y | +38.3% | +67.4% | -29.2% | +11.3% |
| 3Y | +185.9% | -13.2% | +199.1% | +171.1% |
| 5Y | +159.9% | -39.5% | +199.4% | +169.6% |
| 10Y | +965.6% | +153.5% | +812.1% | +571.2% |
| All | +2,422.4% | +954.4% | +1,468.0% | +984.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling