+288.9%
RTX vs HWM
+1,323.5%
-1,034.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -10.7% | +9.7% | +3.5% |
| 7D | -3.1% | -9.2% | +6.1% | +0.6% |
| 30D | -10.6% | -17.9% | +7.3% | -3.3% |
| 3M | +11.6% | -6.0% | +17.7% | +13.8% |
| 6M | -4.5% | -7.4% | +2.8% | -2.5% |
| YTD | +9.6% | +13.1% | -3.5% | +2.5% |
| 1Y | +30.8% | +29.3% | +1.5% | +15.4% |
| 3Y | +152.8% | +389.9% | -237.1% | +19.3% |
| 5Y | +167.1% | +655.5% | -488.4% | +1.3% |
| All | +288.9% | +1,323.5% | -1,034.6% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HWM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling