+76.2%
UBER vs RTX
+165.2%
-89.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -7.0% | -1.6% | -5.4% | -6.6% |
| 30D | -8.9% | -11.6% | +2.7% | -5.6% |
| 3M | +1.0% | +9.2% | -8.2% | -2.4% |
| 6M | -3.7% | -4.4% | +0.7% | -3.0% |
| YTD | -13.0% | +8.9% | -21.9% | -16.3% |
| 1Y | -25.5% | +32.1% | -57.6% | -33.2% |
| 3Y | +50.5% | +151.2% | -100.8% | -0.4% |
| 5Y | +76.2% | +162.9% | -86.7% | +5.8% |
| All | +76.2% | +165.2% | -89.1% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling