+157.0%
RTX vs SIRI
-22.7%
+179.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +4.8% | -1.7% | +6.5% | +4.9% |
| 30D | +6.5% | +21.1% | -14.6% | +5.3% |
| 3M | -9.6% | +14.7% | -24.4% | -10.4% |
| 6M | +12.3% | +22.9% | -10.6% | +10.9% |
| YTD | +9.5% | +65.7% | -56.3% | +6.1% |
| 1Y | +15.8% | +53.5% | -37.6% | +12.8% |
| 3Y | +157.0% | -23.0% | +180.0% | +157.7% |
| All | +157.0% | -22.7% | +179.7% | +157.7% |
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