+157.0%
RTX vs HDB
-7.5%
+164.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | +4.8% | +2.7% | +2.0% | +4.5% |
| 30D | +6.5% | +14.1% | -7.6% | +4.9% |
| 3M | -9.6% | +11.8% | -21.5% | -10.8% |
| 6M | +12.3% | +8.2% | +4.2% | +11.1% |
| YTD | +9.5% | -29.3% | +38.8% | +12.8% |
| 1Y | +15.8% | -28.8% | +44.6% | +19.3% |
| 3Y | +157.0% | -7.5% | +164.5% | +159.9% |
| All | +157.0% | -7.5% | +164.5% | +159.9% |
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