+10,035.4%
RTX vs PEG
+2,989.2%
+7,046.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.2% | +2.2% |
| 7D | -3.2% | +0.9% | -4.1% | -3.6% |
| 30D | +5.6% | +3.8% | +1.8% | +3.9% |
| 3M | -11.7% | +0.1% | -11.8% | -11.8% |
| 6M | +12.3% | -1.0% | +13.3% | +12.5% |
| YTD | +8.2% | -4.1% | +12.3% | +9.5% |
| 1Y | +12.6% | -6.9% | +19.4% | +15.4% |
| 3Y | +152.8% | +35.6% | +117.2% | +117.8% |
| 5Y | +140.2% | +42.8% | +97.4% | +100.4% |
| 10Y | +273.8% | +160.2% | +113.6% | +144.2% |
| All | +10,035.4% | +2,989.2% | +7,046.2% | +2,433.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 all: compounded portfolio wealth divided by compounded PEG 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…
all analysis · Full analysis span regression · 6 months rolling