+95.1%
META vs RTX
+143.3%
-48.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +0.9% |
| 7D | -0.8% | -5.1% | +4.4% | -0.4% |
| 30D | -15.4% | +5.1% | -20.6% | -15.8% |
| 3M | +3.5% | -14.8% | +18.3% | +5.2% |
| 6M | -0.3% | +8.0% | -8.3% | -1.7% |
| YTD | -7.3% | +4.5% | -11.8% | -8.2% |
| 1Y | -1.1% | +9.8% | -10.9% | -2.7% |
| 3Y | +95.1% | +144.2% | -49.1% | +93.9% |
| All | +95.1% | +143.3% | -48.2% | +93.9% |
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 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