+998.2%
C vs RTX
+9,933.9%
-8,935.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.4% |
| 7D | -2.4% | -5.1% | +2.7% | +1.2% |
| 30D | -6.0% | +5.1% | -11.1% | -9.4% |
| 3M | -10.5% | -14.8% | +4.3% | -0.3% |
| 6M | -5.7% | +8.0% | -13.8% | -11.8% |
| YTD | +4.1% | +4.5% | -0.3% | -1.3% |
| 1Y | +20.5% | +9.8% | +10.6% | +10.0% |
| 3Y | +208.1% | +144.2% | +63.9% | +53.3% |
| 5Y | +110.4% | +131.4% | -21.0% | +4.4% |
| 10Y | +234.6% | +273.3% | -38.7% | +14.8% |
| All | +998.2% | +9,933.9% | -8,935.7% | -21.2% |
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