+152.8%
RTX vs RVTY
+90.0%
+62.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | 0.0% | +3.2% |
| 7D | -3.2% | +6.0% | -9.2% | -3.8% |
| 30D | +5.6% | +4.3% | +1.3% | +5.0% |
| 3M | -11.7% | +40.2% | -51.9% | -15.3% |
| 6M | +12.3% | +59.3% | -47.0% | +5.7% |
| YTD | +8.2% | +66.5% | -58.3% | +0.6% |
| 1Y | +12.6% | +77.5% | -64.9% | +3.6% |
| 3Y | +152.8% | +92.5% | +60.4% | +128.4% |
| All | +152.8% | +90.0% | +62.8% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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