+147.4%
RTX vs IBB
+39.3%
+108.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +4.8% | -0.5% | +5.3% | +5.0% |
| 30D | +6.5% | +4.6% | +1.9% | +4.9% |
| 3M | -9.6% | +6.8% | -16.5% | -12.0% |
| 6M | +12.3% | +23.1% | -10.8% | +4.1% |
| YTD | +9.5% | +26.0% | -16.6% | +0.4% |
| 1Y | +15.8% | +30.4% | -14.5% | +5.1% |
| 3Y | +157.0% | +85.4% | +71.6% | +102.8% |
| All | +147.4% | +39.3% | +108.1% | +97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling