+911.9%
NVDA vs RTX
+165.2%
+746.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -0.3% | -1.6% | +1.3% | +0.3% |
| 30D | +2.8% | -11.6% | +14.4% | +7.5% |
| 3M | +7.4% | +9.2% | -1.7% | +2.9% |
| 6M | +22.6% | -4.4% | +27.0% | +23.9% |
| YTD | +20.1% | +8.9% | +11.2% | +14.2% |
| 1Y | +31.2% | +32.1% | -1.0% | +13.7% |
| 3Y | +391.7% | +151.2% | +240.5% | +202.2% |
| 5Y | +911.9% | +162.9% | +749.0% | +471.2% |
| All | +911.9% | +165.2% | +746.7% | +471.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling