+144.2%
RTX vs DAR
+11.9%
+132.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -5.1% | -9.9% | +4.8% | -4.4% |
| 30D | +5.1% | -16.4% | +21.5% | +6.4% |
| 3M | -14.8% | -17.1% | +2.2% | -13.8% |
| 6M | +8.0% | -20.5% | +28.5% | +9.5% |
| YTD | +4.5% | +39.4% | -35.0% | -0.1% |
| 1Y | +9.8% | +57.2% | -47.4% | +3.7% |
| 3Y | +144.2% | +13.9% | +130.3% | +135.8% |
| All | +144.2% | +11.9% | +132.3% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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