+12.4%
RTX vs Q
+68.3%
-55.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.2% |
| 7D | +4.8% | +1.2% | +3.6% | +4.7% |
| 30D | +6.5% | -2.7% | +9.2% | +6.5% |
| 3M | -9.6% | -16.9% | +7.3% | -9.1% |
| 6M | +12.3% | -26.9% | +39.2% | +13.1% |
| YTD | +9.5% | +45.2% | -35.8% | +1.7% |
| 1Y | +15.8% | +38.1% | -22.3% | +7.7% |
| All | +12.4% | +68.3% | -55.9% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling