+554.8%
MA vs RTX
+287.5%
+267.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | -1.2% |
| 7D | -0.3% | -3.2% | +2.8% | +1.1% |
| 30D | +11.3% | +5.6% | +5.8% | +8.2% |
| 3M | +16.7% | -11.7% | +28.4% | +23.4% |
| 6M | +32.8% | +12.3% | +20.5% | +24.2% |
| YTD | +15.6% | +8.2% | +7.4% | +9.1% |
| 1Y | +19.6% | +12.6% | +7.0% | +10.4% |
| 3Y | +72.1% | +152.8% | -80.7% | +0.5% |
| 5Y | +96.0% | +140.2% | -44.2% | +14.6% |
| 10Y | +554.8% | +273.8% | +281.0% | +199.7% |
| All | +554.8% | +287.5% | +267.2% | +199.7% |
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