+29.7%
RTX vs IEF
-2.3%
+32.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.8% |
| 7D | -2.0% | -1.2% | -0.8% | -1.1% |
| 30D | -11.2% | -1.5% | -9.7% | -10.2% |
| 3M | +12.0% | -1.7% | +13.7% | +13.2% |
| 6M | -3.6% | -3.5% | -0.1% | -1.4% |
| YTD | +9.2% | -2.6% | +11.8% | +10.7% |
| 1Y | +29.7% | -2.4% | +32.1% | +33.9% |
| All | +29.7% | -2.3% | +32.0% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling