+179.4%
INTC vs RTX
+150.3%
+29.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.0% | +9.2% |
| 7D | +17.4% | -3.1% | +20.5% | +17.8% |
| 30D | +2.8% | -10.6% | +13.3% | +4.0% |
| 3M | -5.3% | +11.6% | -16.9% | -7.4% |
| 6M | +140.6% | -4.5% | +145.1% | +143.8% |
| YTD | +183.1% | +9.6% | +173.5% | +177.2% |
| 1Y | +326.8% | +30.8% | +295.9% | +298.9% |
| 3Y | +179.4% | +152.8% | +26.6% | +118.1% |
| All | +179.4% | +150.3% | +29.2% | +118.1% |
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