+10,292.5%
RTX vs PEG
+2,958.7%
+7,333.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +1.4% | +1.5% | 0.0% | +0.8% |
| 30D | +7.8% | +5.0% | +2.8% | +5.7% |
| 3M | -9.8% | -0.3% | -9.5% | -9.8% |
| 6M | +13.5% | -2.7% | +16.2% | +14.5% |
| YTD | +10.9% | -5.1% | +16.0% | +12.8% |
| 1Y | +14.0% | -8.3% | +22.2% | +17.6% |
| 3Y | +159.9% | +33.0% | +126.9% | +125.7% |
| 5Y | +151.7% | +41.3% | +110.4% | +110.9% |
| 10Y | +269.0% | +164.5% | +104.4% | +139.8% |
| All | +10,292.5% | +2,958.7% | +7,333.8% | +2,508.4% |
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