+9,864.7%
RTX vs DHI
+12,596.5%
-2,731.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -1.6% | -2.3% | +0.7% | -1.1% |
| 30D | -11.6% | -5.3% | -6.3% | -10.7% |
| 3M | +9.2% | -7.8% | +16.9% | +10.6% |
| 6M | -4.4% | -5.4% | +0.9% | -3.9% |
| YTD | +8.9% | -2.7% | +11.6% | +8.5% |
| 1Y | +32.1% | -21.0% | +53.1% | +36.8% |
| 3Y | +151.2% | +22.2% | +129.0% | +130.5% |
| 5Y | +162.9% | +62.2% | +100.7% | +122.5% |
| 10Y | +283.9% | +414.3% | -130.3% | +152.3% |
| All | +9,864.7% | +12,596.5% | -2,731.9% | +3,654.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling