+57.4%
INTC vs HALO
+92.7%
-35.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.0% |
| 7D | -39.0% | +0.2% | -39.2% | -39.0% |
| 30D | -49.8% | +20.3% | -70.2% | -51.6% |
| 3M | -42.2% | +56.6% | -98.8% | -48.3% |
| 6M | -39.2% | +101.9% | -141.0% | -51.6% |
| YTD | +57.9% | +93.7% | -35.8% | +29.1% |
| 1Y | +57.4% | +91.5% | -34.2% | +28.1% |
| All | +57.4% | +92.7% | -35.3% | +28.1% |
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