+28.4%
RTX vs U
+6.4%
+22.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | -5.2% | -3.8% | -1.3% | -5.2% |
| 30D | -9.4% | +17.5% | -26.8% | -9.0% |
| 3M | +12.3% | +38.7% | -26.4% | +13.3% |
| 6M | -3.1% | +104.4% | -107.5% | -1.0% |
| YTD | +10.7% | -5.7% | +16.4% | +12.0% |
| 1Y | +28.4% | +3.7% | +24.7% | +30.2% |
| All | +28.4% | +6.4% | +22.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling