+160.5%
RTX vs PWR
+250.5%
-90.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.7% | 0.0% |
| 7D | +1.4% | +4.7% | -3.3% | +0.8% |
| 30D | +7.8% | -12.5% | +20.3% | +9.0% |
| 3M | -9.8% | -9.3% | -0.5% | -9.3% |
| 6M | +13.5% | -22.2% | +35.7% | +16.1% |
| YTD | +10.9% | +44.2% | -33.2% | +3.7% |
| 1Y | +14.0% | +35.5% | -21.6% | +7.3% |
| All | +160.5% | +250.5% | -90.0% | +144.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling