+167.1%
RTX vs GEN
+22.3%
+144.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.8% | -0.6% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -10.6% | +2.6% | -13.2% | -11.0% |
| 3M | +11.6% | +15.8% | -4.1% | +9.0% |
| 6M | -4.5% | +33.1% | -37.6% | -9.2% |
| YTD | +9.6% | +11.3% | -1.7% | +7.4% |
| 1Y | +30.8% | +1.7% | +29.2% | +30.4% |
| 3Y | +152.8% | +58.1% | +94.7% | +128.9% |
| 5Y | +167.1% | +20.6% | +146.5% | +160.1% |
| All | +167.1% | +22.3% | +144.8% | +160.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling