+400.6%
NVDA vs RTX
+163.2%
+237.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | +3.8% | -3.1% | +6.9% | +4.3% |
| 30D | +0.8% | -10.6% | +11.4% | +2.6% |
| 3M | +8.2% | +11.6% | -3.5% | +5.4% |
| 6M | +27.1% | -4.5% | +31.6% | +28.2% |
| YTD | +21.2% | +9.6% | +11.6% | +18.2% |
| 1Y | +34.3% | +30.8% | +3.5% | +25.4% |
| All | +400.6% | +163.2% | +237.4% | +365.4% |
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