+29.7%
RTX vs DLR
+14.5%
+15.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.7% |
| 7D | -2.0% | -1.3% | -0.7% | -1.7% |
| 30D | -11.2% | -2.9% | -8.4% | -10.7% |
| 3M | +12.0% | +3.2% | +8.8% | +10.1% |
| 6M | -3.6% | +3.9% | -7.5% | -5.1% |
| YTD | +9.2% | +21.4% | -12.2% | +2.4% |
| 1Y | +29.7% | +9.7% | +20.0% | +25.0% |
| All | +29.7% | +14.5% | +15.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling