+267.0%
RTX vs HAL
-16.5%
+283.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.3% |
| 7D | +3.4% | +2.6% | +0.7% | +2.6% |
| 30D | +8.4% | -0.1% | +8.5% | +8.3% |
| 3M | -10.7% | -1.1% | -9.5% | -10.7% |
| 6M | +11.7% | -20.7% | +32.5% | +18.4% |
| YTD | +9.3% | +17.5% | -8.2% | +1.7% |
| 1Y | +13.3% | +24.1% | -10.8% | +3.5% |
| 3Y | +156.1% | -8.4% | +164.5% | +149.2% |
| 5Y | +148.5% | +53.2% | +95.3% | +92.7% |
| All | +267.0% | -16.5% | +283.5% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling