+580.1%
INTC vs HALO
+2,426.8%
-1,846.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +18.0% | -2.1% | +20.0% | +18.3% |
| 30D | +8.9% | +4.6% | +4.3% | +8.1% |
| 3M | -1.6% | +50.2% | -51.8% | -7.5% |
| 6M | +133.1% | +57.6% | +75.5% | +117.2% |
| YTD | +187.9% | +59.6% | +128.3% | +168.4% |
| 1Y | +334.7% | +41.2% | +293.5% | +311.2% |
| 3Y | +184.2% | +178.9% | +5.3% | +139.7% |
| 5Y | +116.0% | +160.1% | -44.1% | +81.5% |
| 10Y | +270.0% | +967.5% | -697.5% | +152.4% |
| All | +580.1% | +2,426.8% | -1,846.7% | +243.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling