+10,152.6%
RTX vs HBAN
+739.7%
+9,412.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +4.8% | +2.3% | +2.5% | +4.3% |
| 30D | +6.5% | +4.8% | +1.7% | +5.4% |
| 3M | -9.6% | -10.1% | +0.5% | -7.6% |
| 6M | +12.3% | +5.0% | +7.3% | +10.9% |
| YTD | +9.5% | -6.1% | +15.6% | +10.3% |
| 1Y | +15.8% | +4.6% | +11.3% | +14.0% |
| 3Y | +157.0% | +74.9% | +82.1% | +122.9% |
| 5Y | +148.8% | +21.4% | +127.4% | +129.5% |
| 10Y | +264.0% | +105.3% | +158.7% | +197.8% |
| All | +10,152.6% | +739.7% | +9,412.8% | +4,977.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling