+147.4%
RTX vs U
-73.3%
+220.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.2% | -5.1% | -0.1% |
| 7D | +4.8% | +2.6% | +2.2% | +4.7% |
| 30D | +6.5% | +27.6% | -21.1% | +5.4% |
| 3M | -9.6% | +15.3% | -25.0% | -10.3% |
| 6M | +12.3% | +96.4% | -84.1% | +8.8% |
| YTD | +9.5% | +19.6% | -10.1% | +7.9% |
| 1Y | +15.8% | +42.1% | -26.3% | +13.1% |
| 3Y | +157.0% | +87.5% | +69.5% | +140.3% |
| All | +147.4% | -73.3% | +220.8% | +155.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling