+15.8%
RTX vs SPXU
-26.3%
+42.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.2% |
| 7D | +4.8% | -7.6% | +12.3% | +4.0% |
| 30D | +6.5% | +5.3% | +1.2% | +7.1% |
| 3M | -9.6% | +9.6% | -19.3% | -8.7% |
| 6M | +12.3% | -4.5% | +16.9% | +11.9% |
| YTD | +9.5% | -25.9% | +35.3% | +4.0% |
| 1Y | +15.8% | -28.9% | +44.7% | +9.3% |
| All | +15.8% | -26.3% | +42.1% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling