+269.0%
RTX vs TAP
-47.8%
+316.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +1.4% | -8.0% | +9.4% | +4.3% |
| 30D | +7.8% | +4.1% | +3.8% | +6.1% |
| 3M | -9.8% | -4.4% | -5.4% | -8.9% |
| 6M | +13.5% | -1.9% | +15.5% | +13.0% |
| YTD | +10.9% | -12.1% | +23.0% | +13.9% |
| 1Y | +14.0% | -12.0% | +26.0% | +16.8% |
| 3Y | +159.9% | -25.0% | +184.9% | +175.2% |
| 5Y | +151.7% | -1.1% | +152.8% | +127.4% |
| 10Y | +269.0% | -47.6% | +316.6% | +245.5% |
| All | +269.0% | -47.8% | +316.8% | +245.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling