+1,371.9%
RTX vs GRMN
+6,655.2%
-5,283.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -5.2% | -2.9% | -2.3% | -4.5% |
| 30D | -9.4% | -8.4% | -0.9% | -7.5% |
| 3M | +12.3% | +15.0% | -2.7% | +7.8% |
| 6M | -3.1% | +11.2% | -14.3% | -6.4% |
| YTD | +10.7% | +37.7% | -27.0% | +1.1% |
| 1Y | +28.4% | +18.5% | +9.9% | +21.5% |
| 3Y | +147.1% | +175.8% | -28.7% | +83.2% |
| 5Y | +167.2% | +75.1% | +92.1% | +119.7% |
| 10Y | +274.7% | +637.0% | -362.3% | +119.6% |
| All | +1,371.9% | +6,655.2% | -5,283.3% | +382.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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