+279.2%
RTX vs HBAN
+163.4%
+115.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -1.5% | -1.0% | -0.6% | -1.1% |
| 30D | -11.0% | -5.6% | -5.4% | -8.8% |
| 3M | +7.7% | -1.1% | +8.8% | +7.7% |
| 6M | -3.9% | +9.9% | -13.8% | -8.2% |
| YTD | +9.0% | -0.9% | +9.9% | +8.0% |
| 1Y | +27.3% | -1.4% | +28.6% | +25.9% |
| 3Y | +172.9% | +78.2% | +94.7% | +97.3% |
| 5Y | +165.2% | +37.0% | +128.2% | +106.8% |
| All | +279.2% | +163.4% | +115.8% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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