+144.2%
RTX vs HDB
-11.1%
+155.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.4% |
| 7D | -5.1% | +13.3% | -18.5% | -6.5% |
| 30D | +5.1% | +13.6% | -8.4% | +3.6% |
| 3M | -14.8% | +5.8% | -20.6% | -15.4% |
| 6M | +8.0% | -1.9% | +10.0% | +8.1% |
| YTD | +4.5% | -31.2% | +35.7% | +7.9% |
| 1Y | +9.8% | -29.6% | +39.4% | +13.2% |
| 3Y | +144.2% | -10.1% | +154.3% | +147.9% |
| All | +144.2% | -11.1% | +155.3% | +147.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling