+197.0%
RTX vs DOW
-15.9%
+212.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.4% |
| 7D | -1.6% | -6.0% | +4.4% | +0.4% |
| 30D | -11.6% | -2.7% | -8.8% | -11.0% |
| 3M | +9.2% | -10.5% | +19.6% | +12.3% |
| 6M | -4.4% | -12.4% | +8.0% | -3.0% |
| YTD | +8.9% | +30.0% | -21.1% | -6.2% |
| 1Y | +32.1% | +27.8% | +4.3% | +13.0% |
| 3Y | +151.2% | -34.9% | +186.2% | +175.7% |
| 5Y | +162.9% | -35.9% | +198.8% | +182.1% |
| All | +197.0% | -15.9% | +212.9% | +139.2% |
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