+67.6%
UBER vs RTX
+176.6%
-109.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | +4.8% | -3.2% | -0.9% |
| 30D | +0.6% | +6.5% | -5.9% | -3.0% |
| 3M | -8.2% | -9.6% | +1.5% | -3.5% |
| 6M | -6.7% | +12.3% | -19.0% | -14.0% |
| YTD | -14.7% | +9.5% | -24.2% | -20.8% |
| 1Y | -24.1% | +15.8% | -39.9% | -31.9% |
| 3Y | +33.4% | +157.0% | -123.6% | -30.4% |
| 5Y | +54.5% | +148.8% | -94.4% | -20.7% |
| All | +67.6% | +176.6% | -109.0% | -17.6% |
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