+436.7%
GE vs RTX
+167.2%
+269.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +1.2% | -3.1% | +4.2% | +2.8% |
| 30D | -9.5% | -10.6% | +1.1% | -4.0% |
| 3M | +4.1% | +11.6% | -7.5% | -1.7% |
| 6M | +3.9% | -4.5% | +8.4% | +6.3% |
| YTD | +9.0% | +9.6% | -0.6% | +4.3% |
| 1Y | +21.9% | +30.8% | -8.9% | +7.0% |
| 3Y | +281.8% | +152.8% | +129.0% | +145.7% |
| 5Y | +436.7% | +167.1% | +269.6% | +190.9% |
| All | +436.7% | +167.2% | +269.5% | +190.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling