+34.2%
DIS vs RTX
+267.3%
-233.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | +5.2% | -5.1% | +10.4% | +7.6% |
| 30D | +11.5% | +5.1% | +6.3% | +8.8% |
| 3M | +11.5% | -14.8% | +26.4% | +19.1% |
| 6M | +8.9% | +8.0% | +0.8% | +4.0% |
| YTD | +3.4% | +4.5% | -1.1% | -0.5% |
| 1Y | +7.2% | +9.8% | -2.7% | +0.7% |
| 3Y | +43.3% | +144.2% | -100.9% | -10.4% |
| 5Y | -31.4% | +131.4% | -162.9% | -56.9% |
| All | +34.2% | +267.3% | -233.1% | -29.5% |
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