+443.0%
RTX vs PSX
+1,177.4%
-734.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.0% |
| 7D | +3.4% | +6.4% | -3.0% | +1.2% |
| 30D | +8.4% | -10.2% | +18.6% | +12.2% |
| 3M | -10.7% | +17.2% | -27.8% | -15.8% |
| 6M | +11.7% | +51.8% | -40.0% | -4.6% |
| YTD | +9.3% | +108.0% | -98.7% | -17.8% |
| 1Y | +13.3% | +96.1% | -82.8% | -13.2% |
| 3Y | +156.1% | +155.9% | +0.3% | +71.2% |
| 5Y | +148.5% | +306.9% | -158.4% | +31.5% |
| 10Y | +263.6% | +364.5% | -100.9% | +67.6% |
| All | +443.0% | +1,177.4% | -734.4% | +102.8% |
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