+227.9%
RTX vs FND
+57.3%
+170.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | -11.6% | -19.6% | +8.0% | -7.8% |
| 3M | +9.2% | -4.3% | +13.5% | +9.3% |
| 6M | -4.4% | -20.4% | +16.0% | -1.2% |
| YTD | +8.9% | -21.9% | +30.7% | +12.3% |
| 1Y | +32.1% | -45.2% | +77.3% | +45.9% |
| 3Y | +151.2% | -49.2% | +200.5% | +169.1% |
| 5Y | +162.9% | -61.8% | +224.7% | +186.8% |
| All | +227.9% | +57.3% | +170.6% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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