+267.4%
RTX vs EAT
+320.8%
-53.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +4.8% | -4.0% | +8.8% | +5.6% |
| 30D | +6.5% | -2.9% | +9.4% | +6.7% |
| 3M | -9.6% | -16.9% | +7.2% | -6.9% |
| 6M | +12.3% | +57.0% | -44.6% | +1.0% |
| YTD | +9.5% | +38.2% | -28.7% | -0.1% |
| 1Y | +15.8% | +69.3% | -53.4% | +1.0% |
| 3Y | +157.0% | +483.0% | -326.0% | +60.1% |
| 5Y | +148.8% | +364.1% | -215.3% | +54.3% |
| All | +267.4% | +320.8% | -53.4% | +85.9% |
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