+148.0%
ADBE vs RTX
+286.9%
-138.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -12.9% | -2.0% | -10.9% | -12.3% |
| 30D | -5.6% | -11.2% | +5.6% | -2.0% |
| 3M | +6.6% | +12.0% | -5.4% | +2.3% |
| 6M | -9.6% | -3.6% | -6.0% | -9.1% |
| YTD | -28.9% | +9.2% | -38.1% | -32.0% |
| 1Y | -28.9% | +29.7% | -58.7% | -36.3% |
| 3Y | -55.6% | +152.0% | -207.5% | -69.8% |
| 5Y | -62.2% | +165.8% | -228.0% | -75.0% |
| All | +148.0% | +286.9% | -138.8% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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