+55.9%
RSP vs RTX
+154.3%
-98.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -0.8% | -5.2% | +4.4% | +0.3% |
| 30D | -0.3% | -9.4% | +9.0% | +1.6% |
| 3M | +4.3% | +12.3% | -8.0% | +1.5% |
| 6M | +8.8% | -3.1% | +11.9% | +9.2% |
| YTD | +15.3% | +10.7% | +4.6% | +12.1% |
| 1Y | +18.3% | +28.4% | -10.1% | +11.1% |
| All | +55.9% | +154.3% | -98.5% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling