+275.2%
RTX vs EW
+124.3%
+150.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | -0.1% |
| 7D | -3.1% | -4.4% | +1.3% | -2.0% |
| 30D | -10.6% | -3.3% | -7.2% | -9.8% |
| 3M | +11.6% | +1.0% | +10.6% | +11.2% |
| 6M | -4.5% | +6.2% | -10.7% | -6.3% |
| YTD | +9.6% | +1.7% | +7.9% | +8.5% |
| 1Y | +30.8% | +8.1% | +22.7% | +27.3% |
| 3Y | +152.8% | +17.1% | +135.8% | +127.9% |
| 5Y | +167.1% | -29.4% | +196.5% | +179.6% |
| 10Y | +275.2% | +121.7% | +153.4% | +169.1% |
| All | +275.2% | +124.3% | +150.9% | +169.1% |
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