+280.0%
RTX vs SPMO
+514.3%
-234.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +1.4% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -11.2% | -0.7% | -10.5% | -11.0% |
| 3M | +12.0% | +2.8% | +9.2% | +8.0% |
| 6M | -3.6% | +24.4% | -28.0% | -19.2% |
| YTD | +9.2% | +24.2% | -15.0% | -8.5% |
| 1Y | +29.7% | +24.5% | +5.2% | +8.3% |
| 3Y | +152.0% | +155.6% | -3.6% | +19.2% |
| 5Y | +165.8% | +148.2% | +17.6% | +27.8% |
| All | +280.0% | +514.3% | -234.3% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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