+144.2%
RTX vs EAT
+486.0%
-341.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | -1.0% |
| 7D | -5.1% | -2.6% | -2.5% | -5.0% |
| 30D | +5.1% | +11.5% | -6.3% | +4.2% |
| 3M | -14.8% | -9.1% | -5.7% | -14.5% |
| 6M | +8.0% | +40.4% | -32.4% | +4.9% |
| YTD | +4.5% | +43.9% | -39.5% | +1.1% |
| 1Y | +9.8% | +101.9% | -92.1% | +3.4% |
| 3Y | +144.2% | +489.9% | -345.7% | +124.1% |
| All | +144.2% | +486.0% | -341.8% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling