+273.8%
RTX vs IBB
+139.6%
+134.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +2.4% |
| 7D | -3.2% | +2.7% | -5.9% | -4.4% |
| 30D | +5.6% | +6.3% | -0.8% | +2.6% |
| 3M | -11.7% | +11.1% | -22.8% | -16.2% |
| 6M | +12.3% | +29.2% | -16.9% | -0.6% |
| YTD | +8.2% | +30.2% | -22.0% | -4.9% |
| 1Y | +12.6% | +39.5% | -26.9% | -4.2% |
| 3Y | +152.8% | +92.3% | +60.5% | +81.3% |
| 5Y | +140.2% | +43.0% | +97.2% | +96.5% |
| 10Y | +273.8% | +137.1% | +136.7% | +131.1% |
| All | +273.8% | +139.6% | +134.2% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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