+34.4%
NVDA vs RTX
+28.8%
+5.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | +5.9% | -5.2% | +11.0% | +6.1% |
| 30D | +5.1% | -9.4% | +14.5% | +5.5% |
| 3M | +5.4% | +12.3% | -6.9% | +3.6% |
| 6M | +26.0% | -3.1% | +29.1% | +27.5% |
| YTD | +23.7% | +10.7% | +13.0% | +22.2% |
| 1Y | +34.4% | +28.4% | +6.0% | +28.5% |
| All | +34.4% | +28.8% | +5.6% | +28.5% |
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