+202.6%
RTX vs DOW
-6.9%
+209.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.9% | -0.6% |
| 7D | +1.4% | -0.5% | +1.9% | +1.6% |
| 30D | +7.8% | +15.7% | -7.9% | +2.7% |
| 3M | -9.8% | +5.3% | -15.1% | -11.7% |
| 6M | +13.5% | -14.2% | +27.8% | +18.2% |
| YTD | +10.9% | +43.9% | -33.0% | -7.7% |
| 1Y | +14.0% | +53.1% | -39.1% | -8.0% |
| 3Y | +159.9% | -21.8% | +181.7% | +164.5% |
| 5Y | +151.7% | -28.3% | +180.0% | +160.5% |
| All | +202.6% | -6.9% | +209.5% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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