+280.0%
RTX vs TRI
+191.2%
+88.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | -2.0% | -14.4% | +12.4% | +2.4% |
| 30D | -11.2% | -8.1% | -3.1% | -9.4% |
| 3M | +12.0% | +17.5% | -5.5% | +4.6% |
| 6M | -3.6% | -5.0% | +1.4% | -4.3% |
| YTD | +9.2% | -24.7% | +33.9% | +17.8% |
| 1Y | +29.7% | -41.5% | +71.2% | +56.3% |
| 3Y | +152.0% | -20.3% | +172.3% | +150.9% |
| 5Y | +165.8% | -10.9% | +176.7% | +143.0% |
| All | +280.0% | +191.2% | +88.8% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling