+10,266.7%
RTX vs D
+2,347.4%
+7,919.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | -5.2% | +1.5% | -6.6% | -5.7% |
| 30D | -9.4% | -2.6% | -6.8% | -8.4% |
| 3M | +12.3% | 0.0% | +12.3% | +12.1% |
| 6M | -3.1% | +7.4% | -10.5% | -6.3% |
| YTD | +10.7% | +15.9% | -5.2% | +3.5% |
| 1Y | +28.4% | +18.1% | +10.3% | +18.8% |
| 3Y | +147.1% | +58.4% | +88.7% | +96.6% |
| 5Y | +167.2% | +5.2% | +162.0% | +151.1% |
| 10Y | +274.7% | +35.9% | +238.9% | +205.3% |
| All | +10,266.7% | +2,347.4% | +7,919.3% | +2,467.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling