+10,266.7%
RTX vs RVTY
+2,416.7%
+7,850.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -5.2% | +1.1% | -6.3% | -5.4% |
| 30D | -9.4% | +13.2% | -22.6% | -12.3% |
| 3M | +12.3% | +27.2% | -15.0% | +5.3% |
| 6M | -3.1% | +32.4% | -35.5% | -10.5% |
| YTD | +10.7% | +34.9% | -24.2% | +1.3% |
| 1Y | +28.4% | +52.4% | -24.0% | +13.6% |
| 3Y | +147.1% | +12.3% | +134.8% | +129.0% |
| 5Y | +167.2% | -30.8% | +198.1% | +173.5% |
| 10Y | +274.7% | +150.7% | +124.0% | +171.1% |
| All | +10,266.7% | +2,416.7% | +7,850.0% | +3,627.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling