+10,035.4%
RTX vs HAL
+500.1%
+9,535.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | -3.2% | -7.9% | +4.7% | -1.3% |
| 30D | +5.6% | -2.1% | +7.6% | +6.0% |
| 3M | -11.7% | +0.4% | -12.1% | -12.1% |
| 6M | +12.3% | -19.2% | +31.6% | +17.1% |
| YTD | +8.2% | +14.4% | -6.2% | +3.2% |
| 1Y | +12.6% | +18.0% | -5.4% | +6.4% |
| 3Y | +152.8% | -9.7% | +162.5% | +149.0% |
| 5Y | +140.2% | +40.1% | +100.1% | +105.8% |
| 10Y | +273.8% | -19.1% | +292.9% | +220.0% |
| All | +10,035.4% | +500.1% | +9,535.3% | +4,748.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling