+267.0%
RTX vs EMB
+36.8%
+230.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.6% |
| 7D | +3.4% | -0.7% | +4.1% | +4.2% |
| 30D | +8.4% | +0.5% | +7.9% | +7.7% |
| 3M | -10.7% | -2.5% | -8.2% | -8.2% |
| 6M | +11.7% | -2.0% | +13.7% | +14.1% |
| YTD | +9.3% | -0.9% | +10.2% | +10.2% |
| 1Y | +13.3% | -0.3% | +13.6% | +13.5% |
| 3Y | +156.1% | +29.2% | +126.9% | +90.2% |
| 5Y | +148.5% | +7.4% | +141.1% | +138.4% |
| All | +267.0% | +36.8% | +230.2% | +182.9% |
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