+243.2%
INTC vs RTX
+286.9%
-43.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.7% |
| 7D | +9.4% | -2.0% | +11.4% | +10.2% |
| 30D | +2.7% | -11.2% | +13.9% | +7.2% |
| 3M | -6.3% | +12.0% | -18.3% | -11.3% |
| 6M | +114.5% | -3.6% | +118.0% | +115.1% |
| YTD | +171.9% | +9.2% | +162.7% | +158.0% |
| 1Y | +305.0% | +29.7% | +275.3% | +256.0% |
| 3Y | +168.3% | +152.0% | +16.4% | +72.7% |
| 5Y | +102.3% | +165.8% | -63.5% | +25.1% |
| All | +243.2% | +286.9% | -43.7% | +87.5% |
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 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