+152.8%
RTX vs DOW
-24.5%
+177.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +5.0% | +3.6% |
| 7D | -3.2% | -9.4% | +6.2% | -2.7% |
| 30D | +5.6% | +8.9% | -3.4% | +5.2% |
| 3M | -11.7% | +6.7% | -18.4% | -12.0% |
| 6M | +12.3% | -14.2% | +26.5% | +13.2% |
| YTD | +8.2% | +36.9% | -28.7% | +2.7% |
| 1Y | +12.6% | +45.8% | -33.2% | +6.0% |
| 3Y | +152.8% | -23.9% | +176.7% | +158.4% |
| All | +152.8% | -24.5% | +177.3% | +158.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling