+1,458.7%
DIS vs RTX
+10,530.0%
-9,071.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.4% |
| 7D | -2.6% | -5.2% | +2.6% | -0.1% |
| 30D | +3.5% | -9.4% | +12.9% | +8.3% |
| 3M | +6.8% | +12.3% | -5.5% | +0.4% |
| 6M | +3.0% | -3.1% | +6.1% | +3.5% |
| YTD | -6.7% | +10.7% | -17.4% | -12.6% |
| 1Y | -10.1% | +28.4% | -38.5% | -21.9% |
| 3Y | +33.0% | +147.1% | -114.0% | -18.4% |
| 5Y | -40.0% | +167.2% | -207.2% | -65.1% |
| 10Y | +21.1% | +274.7% | -253.7% | -43.7% |
| All | +1,458.7% | +10,530.0% | -9,071.3% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling