+10,152.6%
RTX vs FISV
+13,260.8%
-3,108.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.9% |
| 7D | +4.8% | +1.4% | +3.3% | +4.3% |
| 30D | +6.5% | +38.4% | -31.9% | -3.1% |
| 3M | -9.6% | +14.9% | -24.6% | -13.7% |
| 6M | +12.3% | +21.8% | -9.5% | +4.7% |
| YTD | +9.5% | -5.0% | +14.5% | +8.3% |
| 1Y | +15.8% | -1.2% | +17.0% | +13.2% |
| 3Y | +157.0% | -47.5% | +204.5% | +176.8% |
| 5Y | +148.8% | -36.7% | +185.5% | +149.3% |
| 10Y | +264.0% | +26.9% | +237.2% | +202.8% |
| All | +10,152.6% | +13,260.8% | -3,108.2% | +3,649.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling