+7,675.2%
RTX vs SIRI
-17.3%
+7,692.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.5% |
| 7D | -5.2% | +1.6% | -6.7% | -5.3% |
| 30D | -9.4% | -4.7% | -4.7% | -9.1% |
| 3M | +12.3% | +5.3% | +7.0% | +11.8% |
| 6M | -3.1% | +30.5% | -33.6% | -4.9% |
| YTD | +10.7% | +49.6% | -39.0% | +7.6% |
| 1Y | +28.4% | +28.5% | -0.1% | +25.9% |
| 3Y | +147.1% | -27.5% | +174.5% | +147.6% |
| 5Y | +167.2% | -44.7% | +211.9% | +170.0% |
| 10Y | +274.7% | -12.6% | +287.4% | +269.2% |
| All | +7,675.2% | -17.3% | +7,692.5% | +6,197.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling