+273.8%
RTX vs A
+328.7%
-55.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.1% | +0.5% | +2.5% |
| 7D | -3.2% | +4.8% | -8.0% | -4.7% |
| 30D | +5.6% | +5.6% | -0.1% | +3.5% |
| 3M | -11.7% | +23.6% | -35.3% | -18.4% |
| 6M | +12.3% | +56.4% | -44.0% | -5.4% |
| YTD | +8.2% | +33.4% | -25.2% | -4.0% |
| 1Y | +12.6% | +23.7% | -11.1% | +2.7% |
| 3Y | +152.8% | +71.0% | +81.8% | +92.9% |
| 5Y | +140.2% | +16.8% | +123.4% | +112.2% |
| 10Y | +273.8% | +323.8% | -50.0% | +77.7% |
| All | +273.8% | +328.7% | -55.0% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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