+268.6%
RTX vs PWR
+1,818.7%
-1,550.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.5% |
| 7D | -1.7% | -11.2% | +9.5% | +1.7% |
| 30D | +7.7% | -17.4% | +25.1% | +13.7% |
| 3M | -10.3% | -11.7% | +1.4% | -8.0% |
| 6M | +14.6% | -21.7% | +36.3% | +20.9% |
| YTD | +10.4% | +38.3% | -27.9% | -8.0% |
| 1Y | +13.5% | +29.6% | -16.1% | -3.2% |
| 3Y | +158.6% | +236.1% | -77.6% | +35.3% |
| 5Y | +147.3% | +406.3% | -259.1% | -0.7% |
| 10Y | +268.6% | +1,796.7% | -1,528.1% | -34.3% |
| All | +268.6% | +1,818.7% | -1,550.1% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling