+3.6%
GOOG vs RTX
+14.1%
-10.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.9% | +3.3% |
| 7D | -10.7% | +1.3% | -12.1% | -10.9% |
| 30D | -16.4% | +7.6% | -24.1% | -17.1% |
| 3M | -23.4% | -8.6% | -14.8% | -22.3% |
| 6M | -24.2% | +15.6% | -39.9% | -27.2% |
| YTD | -8.3% | +9.4% | -17.6% | -11.4% |
| 1Y | +3.6% | +14.7% | -11.1% | -1.2% |
| All | +3.6% | +14.1% | -10.5% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling