+275.2%
RTX vs IAU
+216.4%
+58.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.9% |
| 7D | -3.1% | +0.7% | -3.8% | -3.2% |
| 30D | -10.6% | +0.3% | -10.9% | -10.6% |
| 3M | +11.6% | +0.7% | +10.9% | +11.5% |
| 6M | -4.5% | -15.5% | +11.0% | -3.6% |
| YTD | +9.6% | +1.0% | +8.6% | +9.6% |
| 1Y | +30.8% | +19.6% | +11.3% | +29.2% |
| 3Y | +152.8% | +125.4% | +27.4% | +141.2% |
| 5Y | +167.1% | +140.7% | +26.4% | +153.2% |
| 10Y | +275.2% | +218.1% | +57.0% | +262.3% |
| All | +275.2% | +216.4% | +58.8% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling