+173.5%
RTX vs GNRC
+57.0%
+116.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.4% |
| 7D | -2.0% | -0.7% | -1.2% | -1.9% |
| 30D | -11.2% | -15.8% | +4.6% | -10.4% |
| 3M | +12.0% | -24.0% | +36.1% | +13.2% |
| 6M | -3.6% | -13.8% | +10.2% | -3.9% |
| YTD | +9.2% | +33.2% | -24.0% | +4.7% |
| 1Y | +29.7% | -1.8% | +31.5% | +27.1% |
| All | +173.5% | +57.0% | +116.5% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 3y: compounded portfolio wealth divided by compounded GNRC 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…
3y analysis · Full analysis span regression · 6 months rolling