+10,266.7%
RTX vs TECH
+101,053.8%
-90,787.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -9.4% | +0.7% | -10.1% | -9.5% |
| 3M | +12.3% | +36.3% | -24.1% | +7.0% |
| 6M | -3.1% | +25.6% | -28.7% | -7.2% |
| YTD | +10.7% | +23.7% | -13.0% | +5.9% |
| 1Y | +28.4% | +37.6% | -9.2% | +20.6% |
| 3Y | +147.1% | -6.6% | +153.7% | +140.4% |
| 5Y | +167.2% | -42.2% | +209.5% | +175.4% |
| 10Y | +274.7% | +187.6% | +87.2% | +203.0% |
| All | +10,266.7% | +101,053.8% | -90,787.2% | +4,957.2% |
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