+10,164.5%
RTX vs HBAN
+780.9%
+9,383.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.6% |
| 7D | -3.1% | +2.1% | -5.2% | -3.5% |
| 30D | -10.6% | -4.5% | -6.1% | -9.7% |
| 3M | +11.6% | +2.6% | +9.1% | +10.8% |
| 6M | -4.5% | +4.7% | -9.3% | -5.7% |
| YTD | +9.6% | -1.5% | +11.1% | +9.4% |
| 1Y | +30.8% | -1.9% | +32.8% | +30.5% |
| 3Y | +152.8% | +75.2% | +77.6% | +119.0% |
| 5Y | +167.1% | +37.2% | +129.9% | +140.0% |
| 10Y | +275.2% | +156.6% | +118.6% | +194.4% |
| All | +10,164.5% | +780.9% | +9,383.5% | +4,934.3% |
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