+167.1%
RTX vs NDAQ
+55.5%
+111.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | -3.1% | -2.6% | -0.5% | -2.4% |
| 30D | -10.6% | +0.5% | -11.0% | -10.7% |
| 3M | +11.6% | +9.9% | +1.7% | +8.1% |
| 6M | -4.5% | +8.2% | -12.7% | -7.4% |
| YTD | +9.6% | -1.5% | +11.1% | +9.3% |
| 1Y | +30.8% | +1.3% | +29.5% | +29.0% |
| 3Y | +152.8% | +92.6% | +60.2% | +99.4% |
| 5Y | +167.1% | +53.8% | +113.3% | +117.1% |
| All | +167.1% | +55.5% | +111.6% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling