+280.0%
RTX vs TRU
+144.8%
+135.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.0% | -9.4% | +7.4% | +0.8% |
| 30D | -11.2% | -4.1% | -7.1% | -10.3% |
| 3M | +12.0% | +13.6% | -1.5% | +7.1% |
| 6M | -3.6% | +3.6% | -7.1% | -5.8% |
| YTD | +9.2% | -9.8% | +19.0% | +10.2% |
| 1Y | +29.7% | -13.6% | +43.4% | +31.9% |
| 3Y | +152.0% | -2.0% | +153.9% | +130.6% |
| 5Y | +165.8% | -35.8% | +201.6% | +192.4% |
| All | +280.0% | +144.8% | +135.3% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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