+267.0%
RTX vs GEN
+147.0%
+120.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -0.9% |
| 7D | +3.4% | -3.0% | +6.4% | +3.9% |
| 30D | +8.4% | +24.7% | -16.3% | +4.1% |
| 3M | -10.7% | +4.1% | -14.8% | -11.8% |
| 6M | +11.7% | +36.0% | -24.3% | +4.6% |
| YTD | +9.3% | +10.9% | -1.5% | +5.8% |
| 1Y | +13.3% | +12.2% | +1.1% | +9.3% |
| 3Y | +156.1% | +63.3% | +92.8% | +126.5% |
| 5Y | +148.5% | +29.0% | +119.5% | +126.8% |
| All | +267.0% | +147.0% | +120.0% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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