+30.8%
RTX vs EW
+7.6%
+23.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | -0.5% |
| 7D | -3.1% | -4.4% | +1.3% | -2.6% |
| 30D | -10.6% | -3.3% | -7.2% | -10.2% |
| 3M | +11.6% | +1.0% | +10.6% | +11.7% |
| 6M | -4.5% | +6.2% | -10.7% | -4.9% |
| YTD | +9.6% | +1.7% | +7.9% | +10.1% |
| 1Y | +30.8% | +8.1% | +22.7% | +27.2% |
| All | +30.8% | +7.6% | +23.2% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling