+167.1%
RTX vs DOW
-37.1%
+204.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | -3.1% | -2.9% | -0.2% | -2.8% |
| 30D | -10.6% | +2.0% | -12.5% | -10.9% |
| 3M | +11.6% | -12.5% | +24.2% | +13.4% |
| 6M | -4.5% | -9.2% | +4.7% | -4.7% |
| YTD | +9.6% | +30.8% | -21.2% | +1.1% |
| 1Y | +30.8% | +29.4% | +1.4% | +20.3% |
| 3Y | +152.8% | -34.6% | +187.4% | +172.0% |
| 5Y | +167.1% | -35.9% | +203.0% | +184.4% |
| All | +167.1% | -37.1% | +204.2% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling