+10,266.7%
RTX vs GEN
+8,838.8%
+1,427.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | -5.2% | -1.2% | -4.0% | -5.0% |
| 30D | -9.4% | +10.1% | -19.5% | -10.6% |
| 3M | +12.3% | +16.1% | -3.8% | +9.8% |
| 6M | -3.1% | +38.9% | -42.0% | -7.8% |
| YTD | +10.7% | +14.4% | -3.8% | +7.8% |
| 1Y | +28.4% | +5.9% | +22.6% | +26.3% |
| 3Y | +147.1% | +58.8% | +88.3% | +128.2% |
| 5Y | +167.2% | +24.7% | +142.6% | +152.4% |
| 10Y | +274.7% | +163.1% | +111.7% | +211.5% |
| All | +10,266.7% | +8,838.8% | +1,427.8% | +4,666.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling