+283.9%
RTX vs STT
+262.1%
+21.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.6% | +1.0% | -2.6% | -2.0% |
| 30D | -11.6% | +2.8% | -14.4% | -12.6% |
| 3M | +9.2% | +18.1% | -9.0% | +1.4% |
| 6M | -4.4% | +59.2% | -63.6% | -22.0% |
| YTD | +8.9% | +51.5% | -42.6% | -9.8% |
| 1Y | +32.1% | +75.7% | -43.6% | +2.3% |
| 3Y | +151.2% | +200.8% | -49.5% | +49.1% |
| 5Y | +162.9% | +155.8% | +7.1% | +58.5% |
| 10Y | +283.9% | +266.4% | +17.6% | +84.5% |
| All | +283.9% | +262.1% | +21.9% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling