+152.8%
RTX vs IT
-52.4%
+205.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | -3.2% | -18.8% | +15.6% | -1.9% |
| 30D | +5.6% | -0.1% | +5.6% | +5.5% |
| 3M | -11.7% | +2.9% | -14.6% | -12.0% |
| 6M | +12.3% | +20.4% | -8.1% | +10.0% |
| YTD | +8.2% | -24.3% | +32.5% | +11.3% |
| 1Y | +12.6% | -17.2% | +29.7% | +14.2% |
| 3Y | +152.8% | -52.4% | +205.2% | +202.3% |
| All | +152.8% | -52.4% | +205.2% | +202.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling