+63.1%
T vs RTX
+156.9%
-93.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.4% |
| 7D | +2.6% | -1.7% | +4.3% | +2.7% |
| 30D | -1.1% | +7.7% | -8.8% | -1.9% |
| 3M | -7.7% | -10.3% | +2.6% | -6.8% |
| 6M | -10.6% | +14.6% | -25.2% | -12.0% |
| YTD | -7.5% | +10.4% | -17.8% | -9.0% |
| 1Y | -7.4% | +13.5% | -20.9% | -9.3% |
| 3Y | +63.1% | +158.6% | -95.5% | +32.7% |
| All | +63.1% | +156.9% | -93.8% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 3y: compounded portfolio wealth divided by compounded RTX 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…
3y analysis · Full analysis span regression · 6 months rolling