+1,559.3%
ASML vs RTX
+261.8%
+1,297.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -1.8% |
| 7D | +10.4% | +3.4% | +7.0% | +8.7% |
| 30D | -12.7% | +8.4% | -21.1% | -15.9% |
| 3M | -17.2% | -10.7% | -6.5% | -13.1% |
| 6M | -1.3% | +11.7% | -13.0% | -7.4% |
| YTD | +40.8% | +9.3% | +31.5% | +33.0% |
| 1Y | +45.2% | +13.3% | +31.9% | +34.8% |
| 3Y | +131.8% | +156.1% | -24.3% | +38.6% |
| 5Y | +84.0% | +148.5% | -64.5% | +10.4% |
| All | +1,559.3% | +261.8% | +1,297.5% | +721.3% |
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 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