+150.6%
RTX vs IBB
+64.8%
+85.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -5.2% | +1.4% | -6.6% | -5.5% |
| 30D | -9.4% | +10.5% | -19.9% | -12.1% |
| 3M | +12.3% | +23.6% | -11.3% | +5.3% |
| 6M | -3.1% | +22.6% | -25.7% | -9.0% |
| YTD | +10.7% | +25.7% | -15.0% | +3.1% |
| 1Y | +28.4% | +51.4% | -23.0% | +13.8% |
| All | +150.6% | +64.8% | +85.8% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling