+275.2%
RTX vs PWR
+2,399.9%
-2,124.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -1.8% |
| 7D | -3.1% | +4.5% | -7.6% | -4.6% |
| 30D | -10.6% | -4.9% | -5.7% | -9.2% |
| 3M | +11.6% | -7.9% | +19.5% | +13.1% |
| 6M | -4.5% | +18.3% | -22.9% | -13.3% |
| YTD | +9.6% | +51.5% | -41.9% | -10.2% |
| 1Y | +30.8% | +70.3% | -39.5% | +1.4% |
| 3Y | +152.8% | +210.6% | -57.8% | +40.7% |
| 5Y | +167.1% | +456.7% | -289.6% | +5.0% |
| 10Y | +275.2% | +2,396.1% | -2,120.9% | -41.2% |
| All | +275.2% | +2,399.9% | -2,124.7% | -41.2% |
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