+9,685.3%
RTX vs TECH
+101,542.6%
-91,857.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.0% |
| 6M | +8.0% | +54.0% | -45.9% | +1.0% |
| YTD | +4.5% | +24.3% | -19.8% | -0.1% |
| 1Y | +9.8% | +25.8% | -16.0% | +4.8% |
| 3Y | +144.2% | +26.0% | +118.2% | +127.5% |
| 5Y | +131.4% | -40.1% | +171.5% | +137.5% |
| 10Y | +273.3% | +210.6% | +62.7% | +198.8% |
| All | +9,685.3% | +101,542.6% | -91,857.3% | +4,670.3% |
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