+2,620.2%
MRVL vs HALO
+2,426.8%
+193.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.4% |
| 7D | +13.8% | -2.1% | +15.9% | +14.2% |
| 30D | +12.7% | +4.6% | +8.0% | +11.8% |
| 3M | -11.9% | +50.2% | -62.2% | -18.0% |
| 6M | +153.8% | +57.6% | +96.2% | +134.1% |
| YTD | +177.0% | +59.6% | +117.4% | +154.6% |
| 1Y | +252.3% | +41.2% | +211.2% | +229.6% |
| 3Y | +325.5% | +178.9% | +146.7% | +245.3% |
| 5Y | +290.9% | +160.1% | +130.8% | +218.2% |
| 10Y | +1,954.1% | +967.5% | +986.6% | +1,222.1% |
| All | +2,620.2% | +2,426.8% | +193.4% | +1,218.0% |
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