+152.8%
RTX vs PSX
+138.7%
+14.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | -3.1% | +2.8% | -5.9% | -3.4% |
| 30D | -10.6% | +27.8% | -38.3% | -12.7% |
| 3M | +11.6% | +42.0% | -30.4% | +7.6% |
| 6M | -4.5% | +58.1% | -62.6% | -9.7% |
| YTD | +9.6% | +105.0% | -95.4% | -1.4% |
| 1Y | +30.8% | +104.9% | -74.1% | +17.3% |
| 3Y | +152.8% | +134.1% | +18.8% | +110.4% |
| All | +152.8% | +138.7% | +14.2% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 3y: compounded portfolio wealth divided by compounded PSX 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…
3y analysis · Full analysis span regression · 6 months rolling