+2,926.4%
V vs RTX
+606.6%
+2,319.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -1.7% | -5.2% | +3.4% | +1.1% |
| 30D | +2.0% | -9.4% | +11.3% | +7.3% |
| 3M | +17.4% | +12.3% | +5.1% | +9.4% |
| 6M | +17.5% | -3.1% | +20.6% | +18.1% |
| YTD | +7.6% | +10.7% | -3.1% | -0.1% |
| 1Y | +7.7% | +28.4% | -20.7% | -8.5% |
| 3Y | +54.7% | +147.1% | -92.4% | -12.5% |
| 5Y | +73.0% | +167.2% | -94.2% | -8.9% |
| 10Y | +390.9% | +274.7% | +116.1% | +91.5% |
| All | +2,926.4% | +606.6% | +2,319.9% | +603.1% |
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