+462.9%
META vs RTX
+262.2%
+200.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +5.2% | +4.8% | +0.4% | +3.8% |
| 30D | -13.0% | +6.5% | -19.5% | -14.7% |
| 3M | +7.9% | -9.6% | +17.6% | +10.8% |
| 6M | +4.2% | +12.3% | -8.1% | -0.2% |
| YTD | -2.5% | +9.5% | -12.0% | -6.3% |
| 1Y | +5.6% | +15.8% | -10.3% | -0.3% |
| 3Y | +96.8% | +157.0% | -60.2% | +41.3% |
| 5Y | +90.0% | +148.8% | -58.8% | +36.2% |
| All | +462.9% | +262.2% | +200.8% | +261.2% |
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