+158.6%
RTX vs SMTC
+709.5%
-550.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.6% | +2.1% |
| 7D | -1.7% | -10.9% | +9.2% | -1.5% |
| 30D | +7.7% | -39.4% | +47.1% | +9.2% |
| 3M | -10.3% | -13.5% | +3.2% | -10.5% |
| 6M | +14.6% | -6.8% | +21.4% | +13.0% |
| YTD | +10.4% | +54.0% | -43.6% | +5.5% |
| 1Y | +13.5% | +50.8% | -37.3% | +8.5% |
| 3Y | +158.6% | +677.3% | -518.7% | +145.8% |
| All | +158.6% | +709.5% | -550.9% | +145.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling