+20,427.4%
TXN vs RTX
+10,425.2%
+10,002.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | +2.2% | -3.1% | +5.3% | +3.7% |
| 30D | -9.5% | -10.6% | +1.1% | -4.7% |
| 3M | -10.5% | +11.6% | -22.2% | -16.0% |
| 6M | +35.4% | -4.5% | +39.9% | +36.6% |
| YTD | +51.8% | +9.6% | +42.2% | +42.8% |
| 1Y | +42.9% | +30.8% | +12.1% | +22.7% |
| 3Y | +71.3% | +152.8% | -81.5% | +3.7% |
| 5Y | +58.0% | +167.1% | -109.1% | -8.8% |
| 10Y | +393.3% | +275.2% | +118.1% | +123.8% |
| All | +20,427.4% | +10,425.2% | +10,002.2% | +2,151.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling