+280.0%
RTX vs NI
+143.3%
+136.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | -2.0% | -0.6% | -1.4% | -1.7% |
| 30D | -11.2% | -1.4% | -9.8% | -10.6% |
| 3M | +12.0% | -10.6% | +22.6% | +17.7% |
| 6M | -3.6% | -9.9% | +6.3% | +0.8% |
| YTD | +9.2% | +1.2% | +8.0% | +7.8% |
| 1Y | +29.7% | +4.4% | +25.3% | +26.0% |
| 3Y | +152.0% | +68.6% | +83.4% | +90.7% |
| 5Y | +165.8% | +98.0% | +67.8% | +82.0% |
| All | +280.0% | +143.3% | +136.7% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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