+306.7%
MRVL vs HALO
+177.6%
+129.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.1% | -3.4% |
| 7D | +8.7% | -3.4% | +12.1% | +9.2% |
| 30D | +6.9% | +4.3% | +2.6% | +6.2% |
| 3M | -10.1% | +51.8% | -61.9% | -15.8% |
| 6M | +143.4% | +57.8% | +85.6% | +126.0% |
| YTD | +167.5% | +59.0% | +108.5% | +148.0% |
| 1Y | +239.0% | +41.2% | +197.8% | +218.7% |
| All | +306.7% | +177.6% | +129.2% | +224.4% |
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