+14.7%
RTX vs XYZ
+19.9%
-5.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +15.3% | -17.9% | -3.0% |
| 7D | +1.3% | +16.5% | -15.2% | +0.9% |
| 30D | +7.6% | +15.0% | -7.3% | +7.2% |
| 3M | -8.6% | +3.5% | -12.2% | -8.5% |
| 6M | +15.6% | +21.9% | -6.3% | +14.4% |
| YTD | +9.4% | +34.6% | -25.3% | +6.9% |
| 1Y | +14.7% | +20.7% | -6.1% | +12.0% |
| All | +14.7% | +19.9% | -5.2% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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