+172.7%
RTX vs SIRI
-24.2%
+196.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -1.6% | -3.9% | +2.3% | -1.4% |
| 30D | -11.6% | -0.8% | -10.7% | -11.5% |
| 3M | +9.2% | +4.3% | +4.9% | +8.9% |
| 6M | -4.4% | +34.1% | -38.5% | -5.9% |
| YTD | +8.9% | +47.3% | -38.4% | +6.6% |
| 1Y | +32.1% | +22.9% | +9.2% | +30.4% |
| All | +172.7% | -24.2% | +196.9% | +171.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling