+269.0%
RTX vs EW
+242.2%
+26.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | +1.4% | +6.5% | -5.0% | -0.2% |
| 30D | +7.8% | +22.5% | -14.6% | +2.4% |
| 3M | -9.8% | +13.0% | -22.8% | -12.7% |
| 6M | +13.5% | +37.1% | -23.6% | +4.4% |
| YTD | +10.9% | +24.1% | -13.2% | +4.3% |
| 1Y | +14.0% | +24.2% | -10.3% | +7.0% |
| 3Y | +159.9% | +64.8% | +95.1% | +111.3% |
| 5Y | +151.7% | -7.4% | +159.1% | +143.8% |
| 10Y | +269.0% | +248.8% | +20.2% | +141.9% |
| All | +269.0% | +242.2% | +26.8% | +141.9% |
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