+14.0%
RTX vs MSCI
+15.9%
-1.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.4% | -1.9% | +3.3% | +1.6% |
| 30D | +7.8% | +16.5% | -8.6% | +6.6% |
| 3M | -9.8% | +18.2% | -28.0% | -10.9% |
| 6M | +13.5% | +14.0% | -0.4% | +12.0% |
| YTD | +10.9% | +16.6% | -5.6% | +8.4% |
| 1Y | +14.0% | +14.8% | -0.8% | +9.4% |
| All | +14.0% | +15.9% | -1.9% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling