+169.3%
RTX vs SPOT
+107.9%
+61.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.4% |
| 7D | -5.2% | -0.9% | -4.2% | -5.1% |
| 30D | -9.4% | +12.5% | -21.9% | -10.5% |
| 3M | +12.3% | +9.9% | +2.4% | +11.1% |
| 6M | -3.1% | +1.6% | -4.7% | -3.7% |
| YTD | +10.7% | -6.6% | +17.3% | +10.7% |
| 1Y | +28.4% | -22.9% | +51.3% | +30.9% |
| 3Y | +147.1% | +244.3% | -97.2% | +107.7% |
| All | +169.3% | +107.9% | +61.5% | +125.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling