+36.6%
DIS vs RTX
+287.5%
-250.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.5% | +0.5% |
| 7D | +5.3% | -3.2% | +8.5% | +6.7% |
| 30D | +10.2% | +5.6% | +4.7% | +7.5% |
| 3M | +13.5% | -11.7% | +25.2% | +19.3% |
| 6M | +11.1% | +12.3% | -1.2% | +4.4% |
| YTD | +5.5% | +8.2% | -2.7% | 0.0% |
| 1Y | +9.1% | +12.6% | -3.5% | +1.5% |
| 3Y | +36.0% | +152.8% | -116.8% | -16.2% |
| 5Y | -29.8% | +140.2% | -170.0% | -56.6% |
| 10Y | +36.6% | +273.8% | -237.2% | -29.1% |
| All | +36.6% | +287.5% | -250.9% | -29.1% |
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