+173.5%
RTX vs HLT
+99.0%
+74.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.0% | -2.6% | +0.6% | -1.4% |
| 30D | -11.2% | -2.6% | -8.6% | -10.7% |
| 3M | +12.0% | -9.4% | +21.5% | +14.4% |
| 6M | -3.6% | +2.7% | -6.3% | -4.1% |
| YTD | +9.2% | +6.8% | +2.4% | +7.4% |
| 1Y | +29.7% | +12.4% | +17.4% | +25.9% |
| All | +173.5% | +99.0% | +74.5% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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