+10,986.7%
RTX vs SPY
+3,091.8%
+7,894.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -9.4% | +0.1% | -9.4% | -9.4% |
| 3M | +12.3% | +2.0% | +10.3% | +9.8% |
| 6M | -3.1% | +13.0% | -16.1% | -13.9% |
| YTD | +10.7% | +13.5% | -2.9% | -2.1% |
| 1Y | +28.4% | +20.0% | +8.4% | +7.9% |
| 3Y | +147.1% | +77.2% | +69.9% | +41.1% |
| 5Y | +167.2% | +81.9% | +85.4% | +45.8% |
| 10Y | +274.7% | +314.1% | -39.3% | -2.3% |
| All | +10,986.7% | +3,091.8% | +7,894.9% | +419.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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