+206.7%
RTX vs SPOT
+218.6%
-12.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | -0.7% |
| 7D | -3.1% | -2.9% | -0.2% | -2.8% |
| 30D | -10.6% | +8.3% | -18.9% | -11.5% |
| 3M | +11.6% | +5.1% | +6.6% | +10.7% |
| 6M | -4.5% | -6.5% | +2.0% | -4.3% |
| YTD | +9.6% | -9.0% | +18.5% | +9.8% |
| 1Y | +30.8% | -26.4% | +57.2% | +34.5% |
| 3Y | +152.8% | +240.0% | -87.2% | +106.4% |
| 5Y | +167.1% | +111.7% | +55.4% | +125.5% |
| All | +206.7% | +218.6% | -12.0% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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