+273.8%
RTX vs PAAS
+178.0%
+95.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.9% | +0.7% | +3.4% |
| 7D | -3.2% | +8.8% | -12.0% | -3.9% |
| 30D | +5.6% | -8.5% | +14.0% | +6.2% |
| 3M | -11.7% | -17.0% | +5.3% | -10.7% |
| 6M | +12.3% | -27.9% | +40.2% | +14.6% |
| YTD | +8.2% | -17.5% | +25.7% | +8.6% |
| 1Y | +12.6% | +22.8% | -10.3% | +9.2% |
| 3Y | +152.8% | +224.2% | -71.4% | +121.3% |
| 5Y | +140.2% | +73.6% | +66.6% | +118.4% |
| 10Y | +273.8% | +186.4% | +87.4% | +215.8% |
| All | +273.8% | +178.0% | +95.8% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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