+449.7%
RTX vs PSX
+1,139.4%
-689.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -5.2% | +4.5% | -9.7% | -6.6% |
| 30D | -9.4% | +26.6% | -36.0% | -16.6% |
| 3M | +12.3% | +39.3% | -27.0% | -0.6% |
| 6M | -3.1% | +56.8% | -59.9% | -18.6% |
| YTD | +10.7% | +101.8% | -91.2% | -15.5% |
| 1Y | +28.4% | +99.6% | -71.2% | -2.1% |
| 3Y | +147.1% | +140.3% | +6.7% | +69.3% |
| 5Y | +167.2% | +339.3% | -172.1% | +36.5% |
| 10Y | +274.7% | +369.9% | -95.1% | +73.4% |
| All | +449.7% | +1,139.4% | -689.8% | +108.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling