+30.8%
RTX vs HAL
+70.0%
-39.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -3.1% | +0.5% | -3.6% | -3.1% |
| 30D | -10.6% | +15.9% | -26.5% | -11.4% |
| 3M | +11.6% | -8.7% | +20.4% | +12.9% |
| 6M | -4.5% | +9.0% | -13.5% | -7.1% |
| YTD | +9.6% | +32.0% | -22.4% | +0.4% |
| 1Y | +30.8% | +72.5% | -41.6% | +9.4% |
| All | +30.8% | +70.0% | -39.2% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling