+930.0%
RTX vs HBM
+470.7%
+459.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +1.4% | -1.3% | +2.7% | +1.6% |
| 30D | +7.8% | -14.8% | +22.7% | +10.0% |
| 3M | -9.8% | -20.7% | +10.9% | -7.4% |
| 6M | +13.5% | -13.9% | +27.5% | +13.9% |
| YTD | +10.9% | +10.6% | +0.3% | +6.0% |
| 1Y | +14.0% | +32.4% | -18.4% | +5.8% |
| 3Y | +159.9% | +432.0% | -272.1% | +87.1% |
| 5Y | +151.7% | +205.5% | -53.8% | +88.7% |
| 10Y | +269.0% | +291.1% | -22.1% | +129.2% |
| All | +930.0% | +470.7% | +459.3% | +392.5% |
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