+865.2%
RTX vs TMF
-69.1%
+934.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.2% |
| 7D | -3.8% | +2.7% | -6.5% | -3.4% |
| 30D | +4.7% | +19.3% | -14.6% | +7.2% |
| 3M | -13.4% | -3.7% | -9.7% | -13.7% |
| 6M | +11.8% | -11.3% | +23.1% | +10.2% |
| YTD | +5.8% | -16.6% | +22.4% | +3.5% |
| 1Y | +11.9% | -21.1% | +33.0% | +8.7% |
| 3Y | +146.3% | -26.8% | +173.1% | +142.0% |
| 5Y | +134.3% | -88.0% | +222.3% | +73.8% |
| 10Y | +277.9% | -84.7% | +362.6% | +220.0% |
| All | +865.2% | -69.1% | +934.3% | +1,022.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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