-23.3%
INFY vs HALO
+92.7%
-116.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.4% |
| 7D | +1.2% | +0.2% | +1.0% | +1.2% |
| 30D | +13.8% | +20.3% | -6.6% | +11.5% |
| 3M | -2.9% | +56.6% | -59.5% | -8.3% |
| 6M | +2.2% | +101.9% | -99.7% | -7.3% |
| YTD | -29.8% | +93.7% | -123.5% | -35.5% |
| 1Y | -23.3% | +91.5% | -114.8% | -29.7% |
| All | -23.3% | +92.7% | -116.0% | -29.7% |
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 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