+283.9%
RTX vs SMTC
+504.7%
-220.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -1.6% | +22.5% | -24.1% | -4.5% |
| 30D | -11.6% | +24.9% | -36.5% | -14.8% |
| 3M | +9.2% | +4.1% | +5.1% | +6.4% |
| 6M | -4.4% | +92.6% | -97.0% | -16.6% |
| YTD | +8.9% | +122.5% | -113.6% | -7.6% |
| 1Y | +32.1% | +166.2% | -134.1% | +8.1% |
| 3Y | +151.2% | +577.2% | -425.9% | +51.8% |
| 5Y | +162.9% | +119.0% | +43.9% | +104.4% |
| 10Y | +283.9% | +527.9% | -243.9% | +119.0% |
| All | +283.9% | +504.7% | -220.8% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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