+140.3%
RTX vs TPG
+85.9%
+54.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.5% |
| 7D | -3.1% | -2.9% | -0.2% | -2.7% |
| 30D | -10.6% | +5.0% | -15.6% | -11.3% |
| 3M | +11.6% | +24.9% | -13.3% | +7.9% |
| 6M | -4.5% | +21.1% | -25.6% | -7.6% |
| YTD | +9.6% | -17.3% | +26.8% | +11.9% |
| 1Y | +30.8% | -9.8% | +40.6% | +31.6% |
| 3Y | +152.8% | +95.4% | +57.4% | +120.5% |
| All | +140.3% | +85.9% | +54.5% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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