+269.0%
RTX vs XHB
+241.7%
+27.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.4% | -4.1% | +5.6% | +3.5% |
| 30D | +7.8% | +9.6% | -1.8% | +2.7% |
| 3M | -9.8% | -6.0% | -3.8% | -7.5% |
| 6M | +13.5% | +2.2% | +11.3% | +10.7% |
| YTD | +10.9% | +1.1% | +9.8% | +7.7% |
| 1Y | +14.0% | -1.7% | +15.7% | +12.0% |
| 3Y | +159.9% | +36.5% | +123.4% | +96.4% |
| 5Y | +151.7% | +33.5% | +118.2% | +86.0% |
| 10Y | +269.0% | +240.9% | +28.1% | +31.5% |
| All | +269.0% | +241.7% | +27.2% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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