+82.7%
MRVL vs HALO
+92.7%
-9.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.3% | -8.4% | -7.3% |
| 7D | -36.5% | +0.2% | -36.7% | -36.5% |
| 30D | -41.1% | +20.3% | -61.4% | -42.6% |
| 3M | -26.9% | +56.6% | -83.5% | -32.5% |
| 6M | -2.3% | +101.9% | -104.2% | -16.8% |
| YTD | +88.4% | +93.7% | -5.3% | +61.0% |
| 1Y | +82.7% | +91.5% | -8.8% | +55.7% |
| All | +82.7% | +92.7% | -9.9% | +55.7% |
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 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