+279.2%
RTX vs HALO
+979.6%
-700.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.5% | -2.7% | +1.2% | -1.1% |
| 30D | -11.0% | +5.3% | -16.3% | -11.7% |
| 3M | +7.7% | +51.6% | -43.9% | +0.4% |
| 6M | -3.9% | +61.3% | -65.2% | -11.4% |
| YTD | +9.0% | +59.3% | -50.3% | +0.4% |
| 1Y | +27.3% | +38.3% | -11.0% | +19.7% |
| 3Y | +172.9% | +185.9% | -13.0% | +119.0% |
| 5Y | +165.2% | +159.9% | +5.2% | +111.3% |
| All | +279.2% | +979.6% | -700.4% | +139.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling