+142.3%
RTX vs TE
-80.5%
+222.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +0.2% |
| 7D | +4.8% | -19.1% | +23.8% | +5.2% |
| 30D | +6.5% | -34.1% | +40.6% | +7.3% |
| 3M | -9.6% | -60.1% | +50.5% | -8.0% |
| 6M | +12.3% | -66.0% | +78.3% | +13.8% |
| YTD | +9.5% | -71.4% | +80.9% | +10.8% |
| 1Y | +15.8% | -45.3% | +61.1% | +15.0% |
| 3Y | +157.0% | +9.1% | +147.9% | +136.3% |
| 5Y | +148.8% | -82.6% | +231.4% | +147.8% |
| All | +142.3% | -80.5% | +222.8% | +108.7% |
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