+160.5%
RTX vs IBB
+91.0%
+69.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +1.4% | -1.4% | +2.8% | +1.8% |
| 30D | +7.8% | +6.8% | +1.0% | +6.0% |
| 3M | -9.8% | +9.2% | -19.0% | -12.1% |
| 6M | +13.5% | +28.3% | -14.8% | +5.3% |
| YTD | +10.9% | +29.4% | -18.4% | +2.5% |
| 1Y | +14.0% | +33.2% | -19.2% | +4.6% |
| All | +160.5% | +91.0% | +69.5% | +117.1% |
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 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