+1,306.6%
RTX vs HDB
+4,256.0%
-2,949.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.7% | +0.9% | +2.8% |
| 7D | -3.2% | +13.7% | -16.9% | -6.9% |
| 30D | +5.6% | +15.8% | -10.3% | +0.9% |
| 3M | -11.7% | +9.2% | -20.9% | -14.3% |
| 6M | +12.3% | +3.2% | +9.2% | +10.3% |
| YTD | +8.2% | -29.4% | +37.6% | +18.2% |
| 1Y | +12.6% | -27.9% | +40.5% | +22.3% |
| 3Y | +152.8% | -5.9% | +158.7% | +148.3% |
| 5Y | +140.2% | -23.5% | +163.7% | +145.6% |
| 10Y | +273.8% | +61.3% | +212.4% | +195.6% |
| All | +1,306.6% | +4,256.0% | -2,949.4% | +336.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling