+172.7%
RTX vs SPMO
+159.2%
+13.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.6% | +2.7% | -4.3% | -2.2% |
| 30D | -11.6% | +1.1% | -12.6% | -11.8% |
| 3M | +9.2% | +2.0% | +7.1% | +7.6% |
| 6M | -4.4% | +26.5% | -31.0% | -13.0% |
| YTD | +8.9% | +26.5% | -17.6% | -0.9% |
| 1Y | +32.1% | +27.9% | +4.2% | +19.7% |
| All | +172.7% | +159.2% | +13.5% | +108.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling