+27.3%
RTX vs DHI
-21.2%
+48.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.4% |
| 7D | -1.5% | -3.4% | +1.9% | -1.2% |
| 30D | -11.0% | -5.4% | -5.5% | -10.4% |
| 3M | +7.7% | -10.4% | +18.1% | +8.9% |
| 6M | -3.9% | -2.8% | -1.1% | -4.2% |
| YTD | +9.0% | -3.4% | +12.4% | +8.0% |
| 1Y | +27.3% | -22.9% | +50.2% | +33.3% |
| All | +27.3% | -21.2% | +48.4% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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