+1,285.9%
RTX vs IBB
+566.2%
+719.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.0% |
| 7D | -5.1% | -1.8% | -3.3% | -4.4% |
| 30D | +5.1% | +5.1% | +0.1% | +2.4% |
| 3M | -14.8% | +10.7% | -25.5% | -19.5% |
| 6M | +8.0% | +22.9% | -14.9% | -2.9% |
| YTD | +4.5% | +26.7% | -22.2% | -7.8% |
| 1Y | +9.8% | +35.1% | -25.3% | -6.0% |
| 3Y | +144.2% | +80.2% | +64.0% | +78.3% |
| 5Y | +131.4% | +37.8% | +93.6% | +89.0% |
| 10Y | +273.3% | +161.2% | +112.1% | +114.9% |
| All | +1,285.9% | +566.2% | +719.7% | +273.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling