+144.2%
RTX vs SE
+64.9%
+79.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.2% |
| 7D | -5.1% | +2.0% | -7.1% | -5.3% |
| 30D | +5.1% | -20.0% | +25.1% | +7.0% |
| 3M | -14.8% | -31.8% | +17.0% | -12.3% |
| 6M | +8.0% | -15.9% | +23.9% | +8.8% |
| YTD | +4.5% | -40.6% | +45.1% | +7.9% |
| 1Y | +9.8% | -50.7% | +60.5% | +15.2% |
| 3Y | +144.2% | +70.3% | +73.9% | +136.7% |
| All | +144.2% | +64.9% | +79.3% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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