+97,349.8%
ASML vs RTX
+7,247.2%
+90,102.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.6% |
| 7D | +1.1% | -5.2% | +6.3% | +4.6% |
| 30D | +2.2% | -9.4% | +11.6% | +8.7% |
| 3M | -2.3% | +12.3% | -14.6% | -10.8% |
| 6M | +23.0% | -3.1% | +26.1% | +23.3% |
| YTD | +61.1% | +10.7% | +50.4% | +47.4% |
| 1Y | +129.1% | +28.4% | +100.7% | +88.3% |
| 3Y | +165.4% | +147.1% | +18.3% | +32.9% |
| 5Y | +109.5% | +167.2% | -57.8% | -2.5% |
| 10Y | +1,645.7% | +274.7% | +1,371.0% | +469.0% |
| All | +97,349.8% | +7,247.2% | +90,102.6% | +5,385.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling