+152.8%
RTX vs HBM
+522.1%
-369.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.7% | -1.3% |
| 7D | -3.1% | +7.4% | -10.5% | -3.5% |
| 30D | -10.6% | +5.1% | -15.6% | -10.8% |
| 3M | +11.6% | +11.1% | +0.5% | +10.7% |
| 6M | -4.5% | +30.2% | -34.7% | -6.6% |
| YTD | +9.6% | +46.2% | -36.6% | +5.9% |
| 1Y | +30.8% | +120.0% | -89.2% | +22.7% |
| 3Y | +152.8% | +527.4% | -374.6% | +115.3% |
| All | +152.8% | +522.1% | -369.2% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling