+114.5%
RTX vs NVDL
+2,480.8%
-2,366.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +0.4% |
| 7D | -2.0% | -8.7% | +6.7% | -1.8% |
| 30D | -11.2% | -1.3% | -9.9% | -11.2% |
| 3M | +12.0% | +11.4% | +0.7% | +11.6% |
| 6M | -3.6% | +22.9% | -26.5% | -4.5% |
| YTD | +9.2% | +15.4% | -6.2% | +8.2% |
| 1Y | +29.7% | +18.8% | +11.0% | +28.2% |
| 3Y | +152.0% | +641.4% | -489.4% | +141.0% |
| All | +114.5% | +2,480.8% | -2,366.2% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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