+3,306.4%
V vs RTX
+590.8%
+2,715.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -2.0% |
| 7D | -0.8% | -3.2% | +2.4% | +0.8% |
| 30D | +9.5% | +5.6% | +4.0% | +6.1% |
| 3M | +16.7% | -11.7% | +28.4% | +24.1% |
| 6M | +32.9% | +12.3% | +20.6% | +23.4% |
| YTD | +21.1% | +8.2% | +12.9% | +13.4% |
| 1Y | +26.6% | +12.6% | +14.1% | +15.8% |
| 3Y | +78.4% | +152.8% | -74.5% | -0.3% |
| 5Y | +105.5% | +140.2% | -34.7% | +14.8% |
| 10Y | +444.2% | +273.8% | +170.5% | +111.6% |
| All | +3,306.4% | +590.8% | +2,715.6% | +698.3% |
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