+267.0%
RTX vs EW
+249.9%
+17.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | +3.4% | +4.9% | -1.6% | +2.1% |
| 30D | +8.4% | +24.1% | -15.7% | +2.5% |
| 3M | -10.7% | +13.7% | -24.4% | -13.7% |
| 6M | +11.7% | +32.7% | -21.0% | +3.6% |
| YTD | +9.3% | +24.1% | -14.8% | +2.7% |
| 1Y | +13.3% | +23.6% | -10.3% | +6.5% |
| 3Y | +156.1% | +64.8% | +91.4% | +108.2% |
| 5Y | +148.5% | -8.8% | +157.3% | +142.4% |
| All | +267.0% | +249.9% | +17.1% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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