+9,719.6%
RTX vs LIN
+10,749.5%
-1,029.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | -3.8% | +3.6% | -7.4% | -5.4% |
| 30D | +4.7% | +6.4% | -1.7% | +1.7% |
| 3M | -13.4% | +6.5% | -19.9% | -16.0% |
| 6M | +11.8% | +4.9% | +7.0% | +9.0% |
| YTD | +5.8% | +23.4% | -17.7% | -4.7% |
| 1Y | +11.9% | +26.3% | -14.4% | -0.4% |
| 3Y | +146.3% | +38.0% | +108.3% | +108.0% |
| 5Y | +134.3% | +68.0% | +66.3% | +77.1% |
| 10Y | +277.9% | +437.1% | -159.2% | +68.7% |
| All | +9,719.6% | +10,749.5% | -1,029.8% | +1,626.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 all: compounded portfolio wealth divided by compounded LIN 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…
all analysis · Full analysis span regression · 6 months rolling