+45.2%
NFLX vs RTX
+159.8%
-114.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +2.0% |
| 7D | -2.8% | +1.4% | -4.2% | -3.0% |
| 30D | -8.6% | +7.8% | -16.4% | -9.6% |
| 3M | -13.7% | -9.8% | -3.9% | -12.6% |
| 6M | -24.5% | +13.5% | -38.0% | -26.0% |
| YTD | -31.2% | +10.9% | -42.1% | -32.4% |
| 1Y | -43.2% | +14.0% | -57.2% | -44.5% |
| All | +45.2% | +159.8% | -114.6% | +24.8% |
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