+1,127.7%
RSP vs RTX
+1,626.0%
-498.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -0.8% | -5.2% | +4.4% | +2.2% |
| 30D | -0.3% | -9.4% | +9.0% | +5.1% |
| 3M | +4.3% | +12.3% | -8.0% | -3.2% |
| 6M | +8.8% | -3.1% | +11.9% | +9.3% |
| YTD | +15.3% | +10.7% | +4.6% | +6.8% |
| 1Y | +18.3% | +28.4% | -10.1% | -0.1% |
| 3Y | +52.8% | +147.1% | -94.3% | -15.4% |
| 5Y | +51.7% | +167.2% | -115.5% | -22.1% |
| 10Y | +208.5% | +274.7% | -66.3% | +15.3% |
| All | +1,127.7% | +1,626.0% | -498.2% | +72.1% |
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