+267.0%
RTX vs FITB
+208.7%
+58.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.5% | -1.1% |
| 7D | +3.4% | +0.8% | +2.5% | +3.0% |
| 30D | +8.4% | +7.3% | +1.1% | +5.1% |
| 3M | -10.7% | -6.3% | -4.3% | -8.3% |
| 6M | +11.7% | +12.6% | -0.8% | +5.8% |
| YTD | +9.3% | +18.0% | -8.7% | +0.7% |
| 1Y | +13.3% | +28.9% | -15.6% | +0.3% |
| 3Y | +156.1% | +139.4% | +16.7% | +64.6% |
| 5Y | +148.5% | +47.2% | +101.3% | +91.6% |
| All | +267.0% | +208.7% | +58.3% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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