+164.3%
INTC vs HALO
+177.6%
-13.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +9.4% | -3.4% | +12.8% | +10.1% |
| 30D | +2.7% | +4.3% | -1.6% | +1.7% |
| 3M | -6.3% | +51.8% | -58.1% | -14.1% |
| 6M | +114.5% | +57.8% | +56.7% | +94.4% |
| YTD | +171.9% | +59.0% | +112.9% | +147.3% |
| 1Y | +305.0% | +41.2% | +263.8% | +274.7% |
| All | +164.3% | +177.6% | -13.2% | +113.6% |
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