+172.7%
RTX vs HON
+18.6%
+154.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.1% |
| 7D | -1.6% | -0.6% | -1.1% | -1.4% |
| 30D | -11.6% | -15.4% | +3.8% | -6.3% |
| 3M | +9.2% | -9.1% | +18.3% | +12.4% |
| 6M | -4.4% | -17.1% | +12.6% | +1.3% |
| YTD | +8.9% | +1.5% | +7.4% | +8.2% |
| 1Y | +32.1% | -1.3% | +33.4% | +32.3% |
| All | +172.7% | +18.6% | +154.1% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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