+162.9%
RTX vs UUUU
+132.1%
+30.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | -1.6% | +1.8% | -3.4% | -1.7% |
| 30D | -11.6% | +1.8% | -13.4% | -11.8% |
| 3M | +9.2% | +1.3% | +7.9% | +8.6% |
| 6M | -4.4% | -26.8% | +22.4% | -3.1% |
| YTD | +8.9% | +0.1% | +8.8% | +6.6% |
| 1Y | +32.1% | +11.2% | +20.9% | +26.1% |
| 3Y | +151.2% | +97.7% | +53.5% | +118.8% |
| 5Y | +162.9% | +127.3% | +35.6% | +121.7% |
| All | +162.9% | +132.1% | +30.8% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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