+9,681.3%
RTX vs GILD
+38,746.6%
-29,065.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | -0.1% |
| 7D | -1.5% | -4.8% | +3.3% | -0.9% |
| 30D | -11.0% | +5.8% | -16.7% | -11.6% |
| 3M | +7.7% | +14.9% | -7.3% | +5.7% |
| 6M | -3.9% | -0.4% | -3.6% | -4.0% |
| YTD | +9.0% | +18.5% | -9.6% | +6.4% |
| 1Y | +27.3% | +25.1% | +2.1% | +23.4% |
| 3Y | +172.9% | +105.9% | +67.0% | +147.0% |
| 5Y | +165.2% | +143.0% | +22.2% | +134.4% |
| 10Y | +284.2% | +162.4% | +121.8% | +232.2% |
| All | +9,681.3% | +38,746.6% | -29,065.3% | +5,194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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