+152.8%
RTX vs FND
-33.5%
+186.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.1% | -0.5% | +3.3% |
| 7D | -3.2% | +8.5% | -11.7% | -3.7% |
| 30D | +5.6% | +17.2% | -11.6% | +4.4% |
| 3M | -11.7% | -14.9% | +3.2% | -10.8% |
| 6M | +12.3% | +3.1% | +9.2% | +11.6% |
| YTD | +8.2% | -12.4% | +20.6% | +8.2% |
| 1Y | +12.6% | -10.0% | +22.6% | +12.4% |
| 3Y | +152.8% | -31.3% | +184.2% | +150.4% |
| All | +152.8% | -33.5% | +186.3% | +150.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling