+404.3%
META vs RTX
+267.3%
+137.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.2% |
| 7D | -0.8% | -5.1% | +4.4% | +0.7% |
| 30D | -15.4% | +5.1% | -20.6% | -16.8% |
| 3M | +3.5% | -14.8% | +18.3% | +8.0% |
| 6M | -0.3% | +8.0% | -8.3% | -3.5% |
| YTD | -7.3% | +4.5% | -11.8% | -9.7% |
| 1Y | -1.1% | +9.8% | -10.9% | -5.2% |
| 3Y | +95.1% | +144.2% | -49.1% | +42.3% |
| 5Y | +80.6% | +131.4% | -50.9% | +32.5% |
| All | +404.3% | +267.3% | +137.0% | +234.9% |
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