-32.2%
INFY vs HALO
+178.1%
-210.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -5.4% | -2.7% | -2.7% | -5.1% |
| 30D | -9.9% | +5.3% | -15.2% | -10.3% |
| 3M | -4.6% | +51.6% | -56.1% | -8.8% |
| 6M | -18.5% | +61.3% | -79.7% | -22.7% |
| YTD | -36.5% | +59.3% | -95.8% | -39.8% |
| 1Y | -32.8% | +38.3% | -71.0% | -35.3% |
| 3Y | -32.2% | +185.9% | -218.1% | -39.7% |
| All | -32.2% | +178.1% | -210.3% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling