+2,526.9%
RTX vs PWR
+8,583.6%
-6,056.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -5.2% | +3.6% | -8.8% | -5.8% |
| 30D | -9.4% | -8.6% | -0.8% | -7.9% |
| 3M | +12.3% | -13.2% | +25.5% | +14.5% |
| 6M | -3.1% | +9.9% | -13.0% | -6.3% |
| YTD | +10.7% | +48.0% | -37.4% | +0.6% |
| 1Y | +28.4% | +66.2% | -37.8% | +13.6% |
| 3Y | +147.1% | +195.1% | -48.0% | +89.6% |
| 5Y | +167.2% | +442.6% | -275.3% | +78.9% |
| 10Y | +274.7% | +2,334.2% | -2,059.5% | +87.0% |
| All | +2,526.9% | +8,583.6% | -6,056.6% | +830.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling