+32.9%
DIS vs RTX
+272.3%
-239.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | +0.6% | +1.4% | -0.9% | -0.1% |
| 30D | +10.3% | +7.8% | +2.4% | +6.5% |
| 3M | +15.6% | -9.8% | +25.4% | +20.4% |
| 6M | +15.1% | +13.5% | +1.6% | +7.7% |
| YTD | +6.0% | +10.9% | -5.0% | -0.6% |
| 1Y | +5.7% | +14.0% | -8.3% | -2.2% |
| 3Y | +39.8% | +159.9% | -120.1% | -15.0% |
| 5Y | -23.9% | +151.7% | -175.5% | -54.0% |
| 10Y | +32.9% | +269.0% | -236.1% | -31.7% |
| All | +32.9% | +272.3% | -239.3% | -31.7% |
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