+21.2%
DIS vs RTX
+275.7%
-254.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | +0.2% |
| 7D | -1.1% | -3.1% | +2.0% | +0.2% |
| 30D | +0.1% | -10.6% | +10.7% | +4.9% |
| 3M | +7.1% | +11.6% | -4.6% | +1.3% |
| 6M | +4.3% | -4.5% | +8.8% | +5.5% |
| YTD | -6.9% | +9.6% | -16.5% | -12.0% |
| 1Y | -10.3% | +30.8% | -41.1% | -22.2% |
| 3Y | +32.8% | +152.8% | -120.0% | -18.2% |
| 5Y | -41.5% | +167.1% | -208.6% | -65.5% |
| 10Y | +21.2% | +275.2% | -254.0% | -37.8% |
| All | +21.2% | +275.7% | -254.5% | -37.8% |
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