+275.2%
RTX vs GEN
+150.2%
+125.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.8% | -0.5% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -10.6% | +2.6% | -13.2% | -11.1% |
| 3M | +11.6% | +15.8% | -4.1% | +8.5% |
| 6M | -4.5% | +33.1% | -37.6% | -10.1% |
| YTD | +9.6% | +11.3% | -1.7% | +6.5% |
| 1Y | +30.8% | +1.7% | +29.2% | +29.3% |
| 3Y | +152.8% | +58.1% | +94.7% | +125.9% |
| 5Y | +167.1% | +20.6% | +146.5% | +148.1% |
| 10Y | +275.2% | +149.0% | +126.2% | +181.1% |
| All | +275.2% | +150.2% | +125.0% | +181.1% |
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