+147.4%
RTX vs NVD
-99.2%
+246.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -0.9% |
| 7D | -3.1% | -7.7% | +4.6% | -3.3% |
| 30D | -10.6% | -5.8% | -4.8% | -10.6% |
| 3M | +11.6% | -23.2% | +34.9% | +11.2% |
| 6M | -4.5% | -49.7% | +45.2% | -6.0% |
| YTD | +9.6% | -47.7% | +57.3% | +8.2% |
| 1Y | +30.8% | -61.3% | +92.2% | +28.4% |
| 3Y | +152.8% | -99.2% | +252.0% | +137.3% |
| All | +147.4% | -99.2% | +246.5% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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