+927.5%
RTX vs HBM
+613.3%
+314.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.5% |
| 7D | -5.2% | -6.4% | +1.2% | -4.3% |
| 30D | -9.4% | +5.9% | -15.3% | -10.3% |
| 3M | +12.3% | -8.9% | +21.2% | +12.6% |
| 6M | -3.1% | +10.7% | -13.8% | -6.2% |
| YTD | +10.7% | +38.3% | -27.6% | +2.9% |
| 1Y | +28.4% | +121.3% | -92.9% | +10.6% |
| 3Y | +147.1% | +450.6% | -303.5% | +77.9% |
| 5Y | +167.2% | +338.0% | -170.7% | +90.1% |
| 10Y | +274.7% | +578.6% | -303.9% | +115.1% |
| All | +927.5% | +613.3% | +314.1% | +378.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling