+32.1%
RTX vs IRM
+29.2%
+2.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -1.6% | +3.0% | -4.6% | -2.0% |
| 30D | -11.6% | -5.2% | -6.3% | -10.9% |
| 3M | +9.2% | -8.0% | +17.2% | +10.2% |
| 6M | -4.4% | +9.2% | -13.6% | -6.8% |
| YTD | +8.9% | +41.0% | -32.1% | +0.8% |
| 1Y | +32.1% | +23.3% | +8.9% | +25.4% |
| All | +32.1% | +29.2% | +2.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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