+163.1%
RTX vs DHI
+61.2%
+101.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.5% |
| 3M | +7.7% | -10.4% | +18.1% | +8.7% |
| 6M | -3.9% | -2.8% | -1.1% | -3.9% |
| YTD | +9.0% | -3.4% | +12.4% | +8.8% |
| 1Y | +27.3% | -22.9% | +50.2% | +29.8% |
| 3Y | +172.9% | +20.7% | +152.2% | +153.7% |
| All | +163.1% | +61.2% | +101.9% | +126.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling