+9,685.3%
RTX vs HAS
+4,652.9%
+5,032.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -5.1% | -0.2% | -5.0% | -5.1% |
| 30D | +5.1% | +31.0% | -25.9% | -2.3% |
| 3M | -14.8% | +30.7% | -45.5% | -20.9% |
| 6M | +8.0% | +23.9% | -15.9% | +1.2% |
| YTD | +4.5% | +48.3% | -43.8% | -7.3% |
| 1Y | +9.8% | +60.2% | -50.4% | -4.6% |
| 3Y | +144.2% | +189.2% | -45.0% | +75.3% |
| 5Y | +131.4% | +50.4% | +81.0% | +94.0% |
| 10Y | +273.3% | +104.2% | +169.1% | +174.7% |
| All | +9,685.3% | +4,652.9% | +5,032.4% | +3,127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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