+14.7%
RTX vs Q
+19.7%
-5.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | +1.3% | -3.3% | +4.6% | +1.4% |
| 30D | +7.6% | -9.7% | +17.3% | +7.9% |
| 3M | -8.6% | -16.1% | +7.5% | -8.2% |
| 6M | +15.6% | -15.7% | +31.3% | +14.7% |
| YTD | +9.4% | +45.7% | -36.4% | +1.1% |
| 1Y | +14.7% | +18.0% | -3.3% | +8.2% |
| All | +14.7% | +19.7% | -5.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling