+167.1%
RTX vs TECH
-41.8%
+208.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -10.6% | +0.1% | -10.7% | -10.6% |
| 3M | +11.6% | +37.5% | -25.8% | +7.2% |
| 6M | -4.5% | +34.6% | -39.1% | -8.6% |
| YTD | +9.6% | +23.5% | -13.9% | +5.8% |
| 1Y | +30.8% | +34.4% | -3.6% | +24.4% |
| 3Y | +152.8% | +2.3% | +150.6% | +145.7% |
| 5Y | +167.1% | -41.7% | +208.8% | +176.8% |
| All | +167.1% | -41.8% | +208.9% | +176.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling