+137.3%
ADBE vs RTX
+262.2%
-124.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +1.6% | +4.8% | -3.2% | 0.0% |
| 30D | +1.0% | +6.5% | -5.5% | -1.2% |
| 3M | -10.1% | -9.6% | -0.5% | -7.4% |
| 6M | +3.0% | +12.3% | -9.4% | -1.6% |
| YTD | -30.5% | +9.5% | -40.0% | -33.7% |
| 1Y | -27.1% | +15.8% | -43.0% | -32.0% |
| 3Y | -58.8% | +157.0% | -215.8% | -72.2% |
| 5Y | -63.0% | +148.8% | -211.8% | -75.0% |
| All | +137.3% | +262.2% | -124.8% | +35.1% |
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