+148.5%
RTX vs PAAS
+51.0%
+97.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.7% | -1.2% |
| 7D | +3.4% | -7.0% | +10.4% | +3.9% |
| 30D | +8.4% | -15.3% | +23.7% | +9.6% |
| 3M | -10.7% | -27.7% | +17.1% | -8.7% |
| 6M | +11.7% | -40.5% | +52.2% | +15.6% |
| YTD | +9.3% | -26.5% | +35.8% | +10.6% |
| 1Y | +13.3% | -0.8% | +14.1% | +11.6% |
| 3Y | +156.1% | +196.9% | -40.8% | +122.4% |
| 5Y | +148.5% | +49.2% | +99.4% | +148.6% |
| All | +148.5% | +51.0% | +97.6% | +148.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling