+267.4%
RTX vs MSCI
+811.9%
-544.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.3% |
| 7D | +4.8% | +3.0% | +1.8% | +3.8% |
| 30D | +6.5% | +17.8% | -11.3% | +0.9% |
| 3M | -9.6% | +15.2% | -24.8% | -13.8% |
| 6M | +12.3% | +16.5% | -4.2% | +6.1% |
| YTD | +9.5% | +16.4% | -6.9% | +2.6% |
| 1Y | +15.8% | +16.8% | -1.0% | +8.4% |
| 3Y | +157.0% | +35.8% | +121.2% | +122.7% |
| 5Y | +148.8% | +7.0% | +141.8% | +127.7% |
| All | +267.4% | +811.9% | -544.5% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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