+273.8%
RTX vs FITB
+247.7%
+26.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.5% | +1.1% | +2.5% |
| 7D | -3.2% | -1.1% | -2.1% | -2.7% |
| 30D | +5.6% | +7.3% | -1.8% | +2.4% |
| 3M | -11.7% | -4.0% | -7.7% | -10.3% |
| 6M | +12.3% | +11.9% | +0.4% | +6.6% |
| YTD | +8.2% | +19.0% | -10.8% | -0.7% |
| 1Y | +12.6% | +31.0% | -18.5% | -1.1% |
| 3Y | +152.8% | +143.8% | +9.1% | +61.3% |
| 5Y | +140.2% | +48.9% | +91.3% | +84.3% |
| 10Y | +273.8% | +236.6% | +37.2% | +77.1% |
| All | +273.8% | +247.7% | +26.1% | +77.1% |
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