+144.2%
RTX vs TECH
+25.9%
+118.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -5.1% | +0.2% | -5.3% | -5.2% |
| 30D | +5.1% | +0.3% | +4.8% | +5.1% |
| 3M | -14.8% | +1.3% | -16.2% | -14.9% |
| 6M | +8.0% | +54.0% | -45.9% | +4.5% |
| YTD | +4.5% | +24.3% | -19.8% | +2.2% |
| 1Y | +9.8% | +25.8% | -16.0% | +7.3% |
| 3Y | +144.2% | +26.0% | +118.2% | +140.7% |
| All | +144.2% | +25.9% | +118.3% | +140.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling