+307.7%
GLW vs RTX
+143.3%
+164.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.9% |
| 7D | -13.9% | -5.1% | -8.8% | -12.7% |
| 30D | -35.0% | +5.1% | -40.1% | -35.7% |
| 3M | -32.4% | -14.8% | -17.5% | -29.6% |
| 6M | -41.3% | +8.0% | -49.4% | -43.4% |
| YTD | +21.8% | +4.5% | +17.4% | +19.5% |
| 1Y | +21.8% | +9.8% | +12.0% | +17.7% |
| 3Y | +307.7% | +144.2% | +163.5% | +256.5% |
| All | +307.7% | +143.3% | +164.4% | +256.5% |
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 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