+74.5%
UBER vs RTX
+176.0%
-101.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +1.9% |
| 7D | -4.5% | -2.0% | -2.5% | -3.4% |
| 30D | -7.6% | -11.2% | +3.6% | -1.7% |
| 3M | +5.8% | +12.0% | -6.3% | -1.8% |
| 6M | +0.3% | -3.6% | +3.8% | +0.8% |
| YTD | -11.2% | +9.2% | -20.4% | -17.2% |
| 1Y | -23.0% | +29.7% | -52.7% | -35.4% |
| 3Y | +53.6% | +152.0% | -98.4% | -19.2% |
| 5Y | +81.9% | +165.8% | -83.9% | -10.8% |
| All | +74.5% | +176.0% | -101.4% | -13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling