-54.4%
ADBE vs RTX
+163.2%
-217.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.4% |
| 7D | -10.1% | -3.1% | -7.0% | -9.9% |
| 30D | -3.0% | -10.6% | +7.6% | -2.6% |
| 3M | +5.0% | +11.6% | -6.6% | +4.6% |
| 6M | -9.3% | -4.5% | -4.8% | -8.6% |
| YTD | -26.5% | +9.6% | -36.1% | -27.3% |
| 1Y | -28.3% | +30.8% | -59.1% | -30.9% |
| All | -54.4% | +163.2% | -217.6% | -59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling