+687.9%
NFLX vs RTX
+275.5%
+412.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.8% |
| 7D | -8.1% | -1.6% | -6.5% | -7.7% |
| 30D | -0.3% | -11.6% | +11.2% | +2.5% |
| 3M | -6.6% | +9.2% | -15.8% | -8.7% |
| 6M | -22.7% | -4.4% | -18.3% | -22.1% |
| YTD | -18.9% | +8.9% | -27.8% | -21.0% |
| 1Y | -39.8% | +32.1% | -71.9% | -44.3% |
| 3Y | +71.7% | +151.2% | -79.5% | +33.6% |
| 5Y | +27.2% | +162.9% | -135.7% | -2.2% |
| 10Y | +687.9% | +283.9% | +403.9% | +473.9% |
| All | +687.9% | +275.5% | +412.4% | +473.9% |
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 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