+30.8%
RTX vs NDAQ
+2.6%
+28.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.7% |
| 7D | -3.1% | -2.6% | -0.5% | -2.8% |
| 30D | -10.6% | +0.5% | -11.0% | -10.6% |
| 3M | +11.6% | +9.9% | +1.7% | +10.0% |
| 6M | -4.5% | +8.2% | -12.7% | -5.8% |
| YTD | +9.6% | -1.5% | +11.1% | +10.5% |
| 1Y | +30.8% | +1.3% | +29.5% | +30.0% |
| All | +30.8% | +2.6% | +28.3% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling