+14.5%
NET vs RTX
+14.1%
+0.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | +0.1% | -2.4% |
| 7D | -16.4% | +1.3% | -17.7% | -16.4% |
| 30D | -25.8% | +7.6% | -33.5% | -26.4% |
| 3M | -11.5% | -8.6% | -2.9% | -9.8% |
| 6M | +18.9% | +15.6% | +3.3% | +13.7% |
| YTD | +35.2% | +9.4% | +25.8% | +27.6% |
| 1Y | +14.5% | +14.7% | -0.2% | +3.3% |
| All | +14.5% | +14.1% | +0.4% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling