+286.4%
RTX vs FITB
+284.6%
+1.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -3.1% | +2.8% | -5.9% | -4.3% |
| 30D | -10.6% | -4.5% | -6.0% | -8.8% |
| 3M | +11.6% | +5.7% | +6.0% | +8.8% |
| 6M | -4.5% | +17.1% | -21.6% | -11.1% |
| YTD | +9.6% | +18.3% | -8.8% | +1.0% |
| 1Y | +30.8% | +23.9% | +6.9% | +17.7% |
| 3Y | +152.8% | +131.1% | +21.7% | +64.9% |
| 5Y | +167.1% | +71.1% | +96.0% | +90.1% |
| All | +286.4% | +284.6% | +1.7% | +74.1% |
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