+7,836.4%
NVDA vs RTX
+262.2%
+7,574.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -12.7% | +4.8% | -17.5% | -14.6% |
| 30D | -26.4% | +6.5% | -32.9% | -28.5% |
| 3M | -27.6% | -9.6% | -18.0% | -24.7% |
| 6M | -27.7% | +12.3% | -40.1% | -32.4% |
| YTD | -12.5% | +9.5% | -21.9% | -17.7% |
| 1Y | -12.6% | +15.8% | -28.5% | -20.1% |
| 3Y | +235.9% | +157.0% | +78.9% | +103.7% |
| 5Y | +438.2% | +148.8% | +289.4% | +230.0% |
| All | +7,836.4% | +262.2% | +7,574.3% | +4,124.2% |
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