+162.9%
RTX vs INDA
+5.9%
+157.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.3% |
| 7D | -1.6% | -2.6% | +1.0% | -0.7% |
| 30D | -11.6% | -2.9% | -8.6% | -10.6% |
| 3M | +9.2% | +2.4% | +6.8% | +8.0% |
| 6M | -4.4% | -2.6% | -1.8% | -3.8% |
| YTD | +8.9% | -10.0% | +18.8% | +12.7% |
| 1Y | +32.1% | -7.7% | +39.8% | +35.4% |
| 3Y | +151.2% | +8.9% | +142.3% | +134.6% |
| 5Y | +162.9% | +6.0% | +156.9% | +142.2% |
| All | +162.9% | +5.9% | +157.0% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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