+14.1%
XLI vs RTX
+32.3%
-18.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -2.3% | -2.0% | -0.3% | -1.7% |
| 30D | -8.2% | -11.2% | +3.0% | -4.7% |
| 3M | +0.8% | +12.0% | -11.3% | -3.4% |
| 6M | +0.8% | -3.6% | +4.4% | +1.4% |
| YTD | +10.5% | +9.2% | +1.3% | +7.0% |
| 1Y | +14.1% | +29.7% | -15.6% | +5.0% |
| All | +14.1% | +32.3% | -18.1% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling