+10,739.3%
RTX vs SPY
+3,027.0%
+7,712.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +1.4% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | +5.6% | -3.3% | +8.9% | +8.6% |
| 3M | -11.7% | -2.4% | -9.3% | -10.0% |
| 6M | +12.3% | +2.6% | +9.8% | +8.9% |
| YTD | +8.2% | +11.2% | -3.0% | -2.8% |
| 1Y | +12.6% | +13.4% | -0.8% | -0.7% |
| 3Y | +152.8% | +79.9% | +72.9% | +42.0% |
| 5Y | +140.2% | +72.2% | +68.0% | +37.7% |
| 10Y | +273.8% | +307.3% | -33.6% | -1.4% |
| All | +10,739.3% | +3,027.0% | +7,712.3% | +415.8% |
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