+279.2%
RTX vs SIRI
-10.2%
+289.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -1.5% | +0.6% | -2.1% | -1.7% |
| 30D | -11.0% | +2.5% | -13.5% | -11.5% |
| 3M | +7.7% | +6.6% | +1.1% | +5.9% |
| 6M | -3.9% | +32.9% | -36.8% | -10.2% |
| YTD | +9.0% | +50.5% | -41.5% | -1.3% |
| 1Y | +27.3% | +28.0% | -0.7% | +19.1% |
| 3Y | +172.9% | -22.4% | +195.3% | +170.5% |
| 5Y | +165.2% | -41.3% | +206.5% | +169.7% |
| All | +279.2% | -10.2% | +289.4% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling