+425.7%
META vs RTX
+287.5%
+138.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.6% | +1.5% | +4.1% |
| 7D | +5.7% | -3.2% | +8.9% | +6.7% |
| 30D | -10.8% | +5.6% | -16.3% | -12.3% |
| 3M | +8.4% | -11.7% | +20.1% | +12.0% |
| 6M | +5.4% | +12.3% | -6.9% | +0.9% |
| YTD | -2.6% | +8.2% | -10.8% | -6.0% |
| 1Y | +3.5% | +12.6% | -9.1% | -1.4% |
| 3Y | +102.0% | +152.8% | -50.8% | +45.9% |
| 5Y | +93.1% | +140.2% | -47.1% | +40.1% |
| 10Y | +425.7% | +273.8% | +151.9% | +243.8% |
| All | +425.7% | +287.5% | +138.1% | +243.8% |
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