+78.9%
INFY vs HALO
+979.6%
-900.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -5.4% | -2.7% | -2.7% | -5.0% |
| 30D | -9.9% | +5.3% | -15.2% | -10.5% |
| 3M | -4.6% | +51.6% | -56.1% | -10.0% |
| 6M | -18.5% | +61.3% | -79.7% | -23.9% |
| YTD | -36.5% | +59.3% | -95.8% | -40.7% |
| 1Y | -32.8% | +38.3% | -71.0% | -36.1% |
| 3Y | -32.2% | +185.9% | -218.1% | -43.1% |
| 5Y | -44.7% | +159.9% | -204.6% | -53.8% |
| All | +78.9% | +979.6% | -900.7% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling