+980.0%
SMCI vs HALO
+158.6%
+821.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -2.7% | +4.0% | +1.6% |
| 30D | +6.6% | +5.3% | +1.3% | +6.0% |
| 3M | +25.4% | +51.6% | -26.1% | +19.7% |
| 6M | +26.1% | +61.3% | -35.1% | +19.4% |
| YTD | +37.0% | +59.3% | -22.3% | +30.0% |
| 1Y | -8.8% | +38.3% | -47.0% | -12.3% |
| 3Y | +44.6% | +185.9% | -141.3% | +13.8% |
| All | +980.0% | +158.6% | +821.4% | +759.8% |
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