+327.1%
NET vs RTX
+147.1%
+179.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -7.0% | -5.2% | -1.8% | -5.6% |
| 30D | -4.8% | -9.4% | +4.6% | -2.2% |
| 3M | +3.8% | +12.3% | -8.5% | -0.2% |
| 6M | +50.0% | -3.1% | +53.2% | +51.1% |
| YTD | +41.5% | +10.7% | +30.8% | +36.0% |
| 1Y | +32.8% | +28.4% | +4.4% | +21.5% |
| All | +327.1% | +147.1% | +179.9% | +231.9% |
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