+1,368.2%
RTX vs IBB
+560.8%
+807.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | -5.2% | +1.4% | -6.6% | -5.8% |
| 30D | -9.4% | +10.5% | -19.9% | -13.8% |
| 3M | +12.3% | +23.6% | -11.3% | +1.1% |
| 6M | -3.1% | +22.6% | -25.7% | -12.6% |
| YTD | +10.7% | +25.7% | -15.0% | -1.5% |
| 1Y | +28.4% | +51.4% | -23.0% | +4.3% |
| 3Y | +147.1% | +64.4% | +82.7% | +89.3% |
| 5Y | +167.2% | +22.1% | +145.1% | +132.1% |
| 10Y | +274.7% | +132.5% | +142.3% | +128.8% |
| All | +1,368.2% | +560.8% | +807.4% | +298.7% |
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