+29.7%
RTX vs IVZ
+48.1%
-18.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -2.0% | -2.4% | +0.4% | -1.7% |
| 30D | -11.2% | +2.5% | -13.7% | -11.4% |
| 3M | +12.0% | +17.1% | -5.0% | +9.5% |
| 6M | -3.6% | +35.1% | -38.7% | -7.1% |
| YTD | +9.2% | +24.3% | -15.1% | +5.4% |
| 1Y | +29.7% | +48.7% | -19.0% | +24.0% |
| All | +29.7% | +48.1% | -18.4% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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