+1,443.2%
RTX vs TRI
+561.6%
+881.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.8% | +1.5% |
| 7D | -5.2% | -0.5% | -4.6% | -5.1% |
| 30D | -9.4% | +7.9% | -17.3% | -12.5% |
| 3M | +12.3% | +24.1% | -11.8% | +0.8% |
| 6M | -3.1% | +3.8% | -6.9% | -8.0% |
| YTD | +10.7% | -16.9% | +27.5% | +13.5% |
| 1Y | +28.4% | -38.4% | +66.8% | +50.4% |
| 3Y | +147.1% | -12.2% | +159.3% | +138.8% |
| 5Y | +167.2% | -1.8% | +169.0% | +140.3% |
| 10Y | +274.7% | +207.6% | +67.1% | +92.3% |
| All | +1,443.2% | +561.6% | +881.6% | +357.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling