+209.7%
RTX vs SPOT
+227.0%
-17.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.3% |
| 7D | -5.2% | -0.9% | -4.2% | -5.1% |
| 30D | -9.4% | +12.5% | -21.9% | -10.7% |
| 3M | +12.3% | +9.9% | +2.4% | +10.7% |
| 6M | -3.1% | +1.6% | -4.7% | -3.9% |
| YTD | +10.7% | -6.6% | +17.3% | +10.5% |
| 1Y | +28.4% | -22.9% | +51.3% | +31.2% |
| 3Y | +147.1% | +244.3% | -97.2% | +101.4% |
| 5Y | +167.2% | +117.8% | +49.4% | +124.9% |
| All | +209.7% | +227.0% | -17.2% | +107.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling