+279.0%
RTX vs XHB
+217.9%
+61.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.1% |
| 7D | -1.6% | -1.9% | +0.3% | -0.7% |
| 30D | -11.6% | -8.3% | -3.2% | -7.8% |
| 3M | +9.2% | -7.1% | +16.3% | +12.5% |
| 6M | -4.4% | -5.3% | +0.8% | -3.0% |
| YTD | +8.9% | -3.2% | +12.1% | +8.6% |
| 1Y | +32.1% | -13.9% | +46.0% | +39.5% |
| 3Y | +151.2% | +24.9% | +126.3% | +99.9% |
| 5Y | +162.9% | +34.5% | +128.4% | +91.3% |
| All | +279.0% | +217.9% | +61.1% | +39.1% |
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