+10,239.8%
RTX vs HAL
+499.7%
+9,740.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -1.7% | -6.5% | +4.7% | -0.2% |
| 30D | +7.7% | -2.1% | +9.8% | +8.1% |
| 3M | -10.3% | -4.9% | -5.5% | -9.6% |
| 6M | +14.6% | -19.3% | +33.9% | +19.5% |
| YTD | +10.4% | +14.3% | -3.9% | +5.3% |
| 1Y | +13.5% | +17.3% | -3.8% | +7.5% |
| 3Y | +158.6% | -10.9% | +169.5% | +155.5% |
| 5Y | +147.3% | +47.4% | +99.9% | +109.4% |
| 10Y | +268.6% | -20.8% | +289.5% | +216.9% |
| All | +10,239.8% | +499.7% | +9,740.1% | +4,846.9% |
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