+273.8%
RTX vs NDAQ
+484.3%
-210.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.0% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | +5.6% | +15.9% | -10.3% | -1.5% |
| 3M | -11.7% | +15.1% | -26.8% | -17.5% |
| 6M | +12.3% | +22.9% | -10.6% | +1.0% |
| YTD | +8.2% | +12.8% | -4.6% | +0.4% |
| 1Y | +12.6% | +26.0% | -13.4% | -1.2% |
| 3Y | +152.8% | +119.7% | +33.1% | +63.1% |
| 5Y | +140.2% | +65.4% | +74.8% | +76.3% |
| 10Y | +273.8% | +469.3% | -195.5% | +37.4% |
| All | +273.8% | +484.3% | -210.5% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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