+267.0%
RTX vs IT
+88.7%
+178.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -1.2% |
| 7D | +3.4% | -3.7% | +7.0% | +4.4% |
| 30D | +8.4% | -3.1% | +11.5% | +8.6% |
| 3M | -10.7% | +6.3% | -17.0% | -13.3% |
| 6M | +11.7% | +24.8% | -13.0% | +1.3% |
| YTD | +9.3% | -24.4% | +33.7% | +14.1% |
| 1Y | +13.3% | -17.1% | +30.4% | +14.3% |
| 3Y | +156.1% | -53.6% | +209.8% | +206.3% |
| 5Y | +148.5% | -42.5% | +191.1% | +160.3% |
| All | +267.0% | +88.7% | +178.3% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling