+152.8%
RTX vs ENTG
+53.1%
+99.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.9% | +3.3% |
| 7D | -3.2% | -7.6% | +4.4% | -3.0% |
| 30D | +5.6% | -15.5% | +21.0% | +6.0% |
| 3M | -11.7% | -7.8% | -3.8% | -11.7% |
| 6M | +12.3% | -5.9% | +18.2% | +11.4% |
| YTD | +8.2% | +66.7% | -58.5% | +2.9% |
| 1Y | +12.6% | +62.1% | -49.5% | +7.2% |
| 3Y | +152.8% | +56.3% | +96.6% | +137.4% |
| All | +152.8% | +53.1% | +99.7% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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