+37.2%
DIS vs RTX
+156.3%
-119.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +1.9% | +4.8% | -2.9% | +1.1% |
| 30D | +9.2% | +6.5% | +2.7% | +7.9% |
| 3M | +13.5% | -9.6% | +23.2% | +15.4% |
| 6M | +14.3% | +12.3% | +2.0% | +11.2% |
| YTD | +5.4% | +9.5% | -4.1% | +2.5% |
| 1Y | +12.2% | +15.8% | -3.7% | +7.6% |
| 3Y | +37.2% | +157.0% | -119.8% | +23.3% |
| All | +37.2% | +156.3% | -119.1% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling