+7,215.7%
RTX vs FLEX
+7,523.3%
-307.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | -5.2% | -0.9% | -4.3% | -5.0% |
| 30D | -9.4% | -10.1% | +0.8% | -7.9% |
| 3M | +12.3% | -31.3% | +43.6% | +18.2% |
| 6M | -3.1% | +71.3% | -74.4% | -14.8% |
| YTD | +10.7% | +81.2% | -70.6% | -3.9% |
| 1Y | +28.4% | +98.5% | -70.1% | +9.2% |
| 3Y | +147.1% | +428.2% | -281.2% | +71.9% |
| 5Y | +167.2% | +657.3% | -490.0% | +71.9% |
| 10Y | +274.7% | +995.9% | -721.2% | +115.7% |
| All | +7,215.7% | +7,523.3% | -307.6% | +3,028.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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