+142,414.7%
MSFT vs RTX
+10,502.5%
+131,912.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.0% | -4.2% | -3.0% |
| 7D | +2.3% | -1.7% | +4.1% | +3.0% |
| 30D | -0.4% | +7.7% | -8.0% | -3.6% |
| 3M | +5.6% | -10.3% | +15.9% | +9.9% |
| 6M | +29.0% | +14.6% | +14.4% | +20.7% |
| YTD | +10.9% | +10.4% | +0.6% | +4.5% |
| 1Y | +6.2% | +13.5% | -7.3% | -1.2% |
| 3Y | +47.6% | +158.6% | -111.0% | -5.6% |
| 5Y | +67.9% | +147.3% | -79.3% | +7.2% |
| 10Y | +922.9% | +268.6% | +654.2% | +412.4% |
| All | +142,414.7% | +10,502.5% | +131,912.2% | +20,496.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling