+158.6%
GE vs RTX
+272.3%
-113.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.1% |
| 7D | +4.0% | +1.4% | +2.6% | +3.1% |
| 30D | +11.1% | +7.8% | +3.2% | +5.4% |
| 3M | -6.7% | -9.8% | +3.0% | -0.3% |
| 6M | +14.3% | +13.5% | +0.7% | +4.5% |
| YTD | +11.7% | +10.9% | +0.8% | +3.8% |
| 1Y | +10.9% | +14.0% | -3.1% | +1.3% |
| 3Y | +279.0% | +159.9% | +119.1% | +94.0% |
| 5Y | +427.0% | +151.7% | +275.3% | +164.2% |
| 10Y | +158.6% | +269.0% | -110.4% | +5.9% |
| All | +158.6% | +272.3% | -113.7% | +5.9% |
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