+15.8%
RTX vs DOW
+56.5%
-40.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +4.8% | +5.2% | -0.4% | +5.1% |
| 30D | +6.5% | +13.2% | -6.7% | +7.5% |
| 3M | -9.6% | +10.1% | -19.7% | -9.0% |
| 6M | +12.3% | -13.1% | +25.4% | +11.4% |
| YTD | +9.5% | +46.1% | -36.7% | +5.1% |
| 1Y | +15.8% | +50.0% | -34.2% | +11.3% |
| All | +15.8% | +56.5% | -40.7% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling