+99.7%
TXN vs RTX
+14.1%
+85.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.3% |
| 7D | +1.0% | +1.3% | -0.3% | +1.0% |
| 30D | +6.1% | +7.6% | -1.5% | +6.1% |
| 3M | +10.4% | -8.6% | +19.0% | +10.5% |
| 6M | +12.6% | +15.6% | -3.1% | +10.1% |
| YTD | +83.5% | +9.4% | +74.1% | +83.1% |
| 1Y | +99.7% | +14.7% | +85.0% | +101.5% |
| All | +99.7% | +14.1% | +85.7% | +101.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling