+13.3%
RTX vs HL
-10.4%
+23.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | -1.2% |
| 7D | +3.4% | -7.6% | +11.0% | +3.7% |
| 30D | +8.4% | -17.5% | +25.9% | +9.2% |
| 3M | -10.7% | -26.2% | +15.6% | -9.6% |
| 6M | +11.7% | -35.1% | +46.8% | +13.6% |
| YTD | +9.3% | -30.4% | +39.7% | +8.0% |
| 1Y | +13.3% | -14.0% | +27.2% | +9.5% |
| All | +13.3% | -10.4% | +23.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling