+103.2%
INTC vs HALO
+158.6%
-55.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +7.5% | -2.7% | +10.2% | +8.0% |
| 30D | +2.0% | +5.3% | -3.3% | +0.7% |
| 3M | -12.0% | +51.6% | -63.5% | -20.1% |
| 6M | +114.5% | +61.3% | +53.3% | +91.6% |
| YTD | +179.0% | +59.3% | +119.7% | +150.8% |
| 1Y | +318.3% | +38.3% | +280.0% | +285.6% |
| 3Y | +171.2% | +185.9% | -14.7% | +106.5% |
| All | +103.2% | +158.6% | -55.4% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling