+132.6%
RTX vs TEAM
-65.2%
+197.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -16.2% | +14.9% | -0.6% |
| 7D | -5.1% | -19.8% | +14.7% | -4.3% |
| 30D | +5.1% | -21.5% | +26.7% | +6.1% |
| 3M | -14.8% | +39.5% | -54.3% | -16.5% |
| 6M | +8.0% | +73.1% | -65.0% | +4.4% |
| YTD | +4.5% | -5.2% | +9.7% | +4.7% |
| 1Y | +9.8% | -1.6% | +11.4% | +9.8% |
| 3Y | +144.2% | -11.4% | +155.6% | +141.4% |
| All | +132.6% | -65.2% | +197.8% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 5y: compounded portfolio wealth divided by compounded TEAM 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…
5y analysis · Full analysis span regression · 6 months rolling