+815.4%
RTX vs SPXU
-100.0%
+915.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -0.3% |
| 7D | -5.2% | -0.1% | -5.0% | -5.2% |
| 30D | -9.4% | +0.8% | -10.2% | -9.1% |
| 3M | +12.3% | -4.7% | +17.0% | +11.1% |
| 6M | -3.1% | -29.6% | +26.5% | -12.3% |
| YTD | +10.7% | -29.9% | +40.5% | +0.4% |
| 1Y | +28.4% | -39.1% | +67.5% | +12.2% |
| 3Y | +147.1% | -80.0% | +227.1% | +61.6% |
| 5Y | +167.2% | -86.0% | +253.3% | +76.6% |
| 10Y | +274.7% | -99.5% | +374.2% | +11.3% |
| All | +815.4% | -100.0% | +915.3% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling