+132.6%
RTX vs SPOT
+110.1%
+22.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -1.0% |
| 7D | -5.1% | +1.6% | -6.8% | -5.3% |
| 30D | +5.1% | +17.6% | -12.4% | +3.4% |
| 3M | -14.8% | +26.9% | -41.8% | -17.0% |
| 6M | +8.0% | +41.8% | -33.8% | +3.9% |
| YTD | +4.5% | +3.8% | +0.6% | +3.2% |
| 1Y | +9.8% | -2.5% | +12.3% | +9.3% |
| 3Y | +144.2% | +260.6% | -116.4% | +103.3% |
| All | +132.6% | +110.1% | +22.5% | +102.7% |
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