+152.8%
RTX vs SPXS
-80.2%
+233.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -0.7% |
| 7D | -3.1% | -1.5% | -1.5% | -3.3% |
| 30D | -10.6% | +3.7% | -14.2% | -10.1% |
| 3M | +11.6% | -9.6% | +21.2% | +10.2% |
| 6M | -4.5% | -32.4% | +27.9% | -9.7% |
| YTD | +9.6% | -28.7% | +38.2% | +4.7% |
| 1Y | +30.8% | -38.1% | +68.9% | +22.8% |
| 3Y | +152.8% | -80.1% | +233.0% | +106.0% |
| All | +152.8% | -80.2% | +233.1% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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