+267.4%
RTX vs TECH
+187.9%
+79.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | +4.8% | +0.1% | +4.6% | +4.7% |
| 30D | +6.5% | +0.5% | +6.0% | +6.4% |
| 3M | -9.6% | +1.1% | -10.7% | -9.8% |
| 6M | +12.3% | +62.8% | -50.5% | +1.5% |
| YTD | +9.5% | +24.5% | -15.0% | +3.0% |
| 1Y | +15.8% | +20.6% | -4.8% | +9.6% |
| 3Y | +157.0% | +29.5% | +127.5% | +127.7% |
| 5Y | +148.8% | -40.9% | +189.7% | +170.5% |
| All | +267.4% | +187.9% | +79.5% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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