+141.8%
RTX vs TE
-53.2%
+194.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +0.4% |
| 7D | -2.0% | +0.9% | -2.9% | -2.0% |
| 30D | -11.2% | -16.3% | +5.1% | -10.9% |
| 3M | +12.0% | -40.8% | +52.8% | +12.9% |
| 6M | -3.6% | -42.6% | +39.0% | -3.3% |
| YTD | +9.2% | -31.4% | +40.6% | +8.7% |
| 1Y | +29.7% | +144.9% | -115.2% | +23.1% |
| 3Y | +152.0% | -26.0% | +178.0% | +145.0% |
| 5Y | +165.8% | -48.5% | +214.2% | +157.5% |
| All | +141.8% | -53.2% | +194.9% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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