+9,685.3%
RTX vs GEN
+8,588.0%
+1,097.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.9% |
| 7D | -5.1% | +2.3% | -7.4% | -5.4% |
| 30D | +5.1% | +33.1% | -27.9% | +1.0% |
| 3M | -14.8% | +6.5% | -21.3% | -16.0% |
| 6M | +8.0% | +53.8% | -45.8% | +1.1% |
| YTD | +4.5% | +11.2% | -6.8% | +1.7% |
| 1Y | +9.8% | +19.4% | -9.5% | +5.9% |
| 3Y | +144.2% | +81.0% | +63.2% | +120.7% |
| 5Y | +131.4% | +33.4% | +98.0% | +115.7% |
| 10Y | +273.3% | +164.3% | +109.0% | +209.1% |
| All | +9,685.3% | +8,588.0% | +1,097.3% | +4,396.4% |
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