+1,822.9%
RTX vs IBN
+1,532.9%
+290.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.5% |
| 7D | -5.2% | +1.4% | -6.6% | -5.4% |
| 30D | -9.4% | -0.3% | -9.1% | -9.3% |
| 3M | +12.3% | +17.1% | -4.8% | +8.6% |
| 6M | -3.1% | +3.4% | -6.5% | -3.9% |
| YTD | +10.7% | +2.5% | +8.1% | +9.8% |
| 1Y | +28.4% | -4.2% | +32.6% | +29.1% |
| 3Y | +147.1% | +32.4% | +114.7% | +129.9% |
| 5Y | +167.2% | +59.2% | +108.1% | +137.3% |
| 10Y | +274.7% | +345.7% | -71.0% | +162.1% |
| All | +1,822.9% | +1,532.9% | +290.0% | +754.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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