+275.2%
RTX vs HDB
+34.0%
+241.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | 0.0% |
| 7D | -3.1% | -2.0% | -1.0% | -2.5% |
| 30D | -10.6% | -4.9% | -5.7% | -9.2% |
| 3M | +11.6% | -2.3% | +14.0% | +11.8% |
| 6M | -4.5% | -23.7% | +19.2% | +3.4% |
| YTD | +9.6% | -38.5% | +48.1% | +27.2% |
| 1Y | +30.8% | -36.5% | +67.3% | +50.1% |
| 3Y | +152.8% | -28.5% | +181.3% | +171.2% |
| 5Y | +167.1% | -37.4% | +204.5% | +194.2% |
| 10Y | +275.2% | +34.0% | +241.1% | +209.4% |
| All | +275.2% | +34.0% | +241.1% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling