-26.9%
INFY vs HALO
+47.3%
-74.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.2% |
| 7D | -2.9% | +4.6% | -7.5% | -3.4% |
| 30D | -6.2% | +31.8% | -38.1% | -9.4% |
| 3M | -4.9% | +53.9% | -58.8% | -9.8% |
| 6M | -16.6% | +57.4% | -74.0% | -21.1% |
| YTD | -32.9% | +63.7% | -96.7% | -36.5% |
| 1Y | -26.9% | +50.1% | -77.0% | -30.4% |
| All | -26.9% | +47.3% | -74.1% | -30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling