+144.2%
RTX vs S
+34.5%
+109.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.3% |
| 7D | -5.1% | -13.4% | +8.3% | -4.8% |
| 30D | +5.1% | -14.0% | +19.1% | +5.5% |
| 3M | -14.8% | +4.9% | -19.7% | -15.1% |
| 6M | +8.0% | +42.0% | -34.0% | +6.5% |
| YTD | +4.5% | +45.1% | -40.7% | +2.8% |
| 1Y | +9.8% | +33.1% | -23.2% | +8.5% |
| 3Y | +144.2% | +40.6% | +103.6% | +141.1% |
| All | +144.2% | +34.5% | +109.7% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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