+283.9%
RTX vs EAT
+370.1%
-86.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | 0.0% |
| 7D | -1.6% | -6.8% | +5.2% | -0.2% |
| 30D | -11.6% | -5.4% | -6.2% | -10.9% |
| 3M | +9.2% | +42.8% | -33.6% | +0.9% |
| 6M | -4.4% | +56.5% | -60.9% | -14.1% |
| YTD | +8.9% | +50.0% | -41.1% | -1.7% |
| 1Y | +32.1% | +38.3% | -6.2% | +20.5% |
| 3Y | +151.2% | +591.6% | -440.4% | +51.3% |
| 5Y | +162.9% | +312.6% | -149.7% | +69.3% |
| 10Y | +283.9% | +381.4% | -97.5% | +89.2% |
| All | +283.9% | +370.1% | -86.1% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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