+14.7%
RTX vs TFC
+20.8%
-6.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -3.3% |
| 7D | +1.3% | +5.1% | -3.7% | +0.2% |
| 30D | +7.6% | +9.8% | -2.1% | +5.5% |
| 3M | -8.6% | -2.4% | -6.2% | -8.4% |
| 6M | +15.6% | +4.9% | +10.7% | +14.0% |
| YTD | +9.4% | +6.6% | +2.8% | +5.7% |
| 1Y | +14.7% | +21.3% | -6.6% | +11.1% |
| All | +14.7% | +20.8% | -6.1% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 1y: compounded portfolio wealth divided by compounded TFC 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…
1y analysis · Full analysis span regression · 6 months rolling