+10,152.6%
RTX vs HL
+2.6%
+10,150.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | +4.8% | -11.1% | +15.9% | +5.3% |
| 30D | +6.5% | -12.1% | +18.6% | +6.9% |
| 3M | -9.6% | -26.1% | +16.5% | -8.8% |
| 6M | +12.3% | -37.7% | +50.1% | +14.0% |
| YTD | +9.5% | -31.7% | +41.1% | +10.2% |
| 1Y | +15.8% | -11.6% | +27.5% | +15.3% |
| 3Y | +157.0% | +249.6% | -92.6% | +138.6% |
| 5Y | +148.8% | +108.5% | +40.3% | +133.2% |
| 10Y | +264.0% | +127.0% | +137.1% | +228.2% |
| All | +10,152.6% | +2.6% | +10,150.0% | +10,090.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling