+144.2%
RTX vs ARWR
+105.6%
+38.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -5.1% | -2.9% | -2.2% | -5.0% |
| 30D | +5.1% | -5.4% | +10.5% | +5.4% |
| 3M | -14.8% | -32.2% | +17.4% | -13.3% |
| 6M | +8.0% | -26.5% | +34.6% | +9.3% |
| YTD | +4.5% | -12.4% | +16.9% | +4.5% |
| 1Y | +9.8% | +46.9% | -37.0% | +7.1% |
| 3Y | +144.2% | +116.0% | +28.2% | +125.0% |
| All | +144.2% | +105.6% | +38.6% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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