+2,895.1%
GE vs RTX
+10,502.5%
-7,607.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | -0.5% |
| 7D | +5.4% | -1.7% | +7.1% | +6.4% |
| 30D | +9.6% | +7.7% | +2.0% | +4.8% |
| 3M | -7.7% | -10.3% | +2.6% | -1.8% |
| 6M | +14.0% | +14.6% | -0.6% | +4.9% |
| YTD | +10.2% | +10.4% | -0.2% | +3.7% |
| 1Y | +8.9% | +13.5% | -4.6% | +0.9% |
| 3Y | +273.7% | +158.6% | +115.1% | +110.3% |
| 5Y | +410.2% | +147.3% | +263.0% | +187.1% |
| 10Y | +157.4% | +268.6% | -111.2% | +13.9% |
| All | +2,895.1% | +10,502.5% | -7,607.4% | +217.5% |
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 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