+1,338.7%
RTX vs HDB
+3,812.1%
-2,473.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | -9.4% | -2.8% | -6.6% | -8.7% |
| 3M | +12.3% | -3.5% | +15.8% | +12.9% |
| 6M | -3.1% | -24.7% | +21.6% | +4.4% |
| YTD | +10.7% | -36.6% | +47.2% | +25.2% |
| 1Y | +28.4% | -34.4% | +62.8% | +43.8% |
| 3Y | +147.1% | -24.4% | +171.5% | +159.4% |
| 5Y | +167.2% | -35.4% | +202.6% | +188.0% |
| 10Y | +274.7% | +39.5% | +235.2% | +210.1% |
| All | +1,338.7% | +3,812.1% | -2,473.4% | +362.0% |
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