+275.2%
RTX vs THC
+952.2%
-677.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.5% |
| 7D | -3.1% | -2.6% | -0.5% | -2.6% |
| 30D | -10.6% | -1.2% | -9.4% | -10.4% |
| 3M | +11.6% | +58.9% | -47.3% | +1.4% |
| 6M | -4.5% | +9.3% | -13.8% | -7.0% |
| YTD | +9.6% | +30.4% | -20.8% | +2.6% |
| 1Y | +30.8% | +34.6% | -3.8% | +21.3% |
| 3Y | +152.8% | +246.7% | -93.8% | +87.5% |
| 5Y | +167.1% | +244.5% | -77.4% | +89.2% |
| 10Y | +275.2% | +950.1% | -674.9% | +92.5% |
| All | +275.2% | +952.2% | -677.1% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling