+10,035.4%
RTX vs TECH
+101,612.5%
-91,577.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | +5.6% | +0.5% | +5.0% | +5.5% |
| 3M | -11.7% | +0.9% | -12.5% | -11.8% |
| 6M | +12.3% | +51.0% | -38.7% | +5.4% |
| YTD | +8.2% | +24.4% | -16.2% | +3.5% |
| 1Y | +12.6% | +27.6% | -15.0% | +7.2% |
| 3Y | +152.8% | +29.9% | +122.9% | +134.5% |
| 5Y | +140.2% | -40.6% | +180.9% | +146.8% |
| 10Y | +273.8% | +196.7% | +77.0% | +201.0% |
| All | +10,035.4% | +101,612.5% | -91,577.1% | +4,840.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling