+279.2%
RTX vs ET
+177.0%
+102.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | -1.5% | +0.2% | -1.8% | -1.6% |
| 30D | -11.0% | +2.9% | -13.8% | -11.8% |
| 3M | +7.7% | +16.8% | -9.1% | +2.1% |
| 6M | -3.9% | +18.9% | -22.8% | -9.6% |
| YTD | +9.0% | +37.7% | -28.7% | -2.6% |
| 1Y | +27.3% | +32.4% | -5.2% | +15.2% |
| 3Y | +172.9% | +99.5% | +73.4% | +112.0% |
| 5Y | +165.2% | +244.0% | -78.8% | +69.0% |
| All | +279.2% | +177.0% | +102.2% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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