+275.2%
RTX vs EMB
+29.2%
+245.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -3.1% | +0.3% | -3.4% | -3.4% |
| 30D | -10.6% | -0.5% | -10.1% | -10.1% |
| 3M | +11.6% | +0.3% | +11.3% | +11.2% |
| 6M | -4.5% | +1.2% | -5.7% | -5.8% |
| YTD | +9.6% | +1.5% | +8.1% | +7.8% |
| 1Y | +30.8% | +4.8% | +26.0% | +24.3% |
| 3Y | +152.8% | +30.4% | +122.5% | +87.9% |
| 5Y | +167.1% | +7.3% | +159.8% | +158.7% |
| 10Y | +275.2% | +29.7% | +245.5% | +203.3% |
| All | +275.2% | +29.2% | +245.9% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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