+29.7%
RTX vs EFA
+17.9%
+11.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | -2.0% | -2.4% | +0.4% | -0.9% |
| 30D | -11.2% | -2.2% | -9.0% | -10.3% |
| 3M | +12.0% | +5.7% | +6.4% | +8.5% |
| 6M | -3.6% | +8.2% | -11.7% | -7.5% |
| YTD | +9.2% | +11.8% | -2.6% | +0.8% |
| 1Y | +29.7% | +18.3% | +11.4% | +16.3% |
| All | +29.7% | +17.9% | +11.8% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 1y: compounded portfolio wealth divided by compounded EFA 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…
1y analysis · Full analysis span regression · 6 months rolling