+279.2%
RTX vs SU
+267.2%
+12.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.5% | +2.2% | -3.8% | -2.3% |
| 30D | -11.0% | +8.4% | -19.4% | -13.4% |
| 3M | +7.7% | +12.1% | -4.4% | +3.1% |
| 6M | -3.9% | +19.7% | -23.6% | -10.9% |
| YTD | +9.0% | +58.4% | -49.5% | -8.5% |
| 1Y | +27.3% | +67.2% | -40.0% | +4.7% |
| 3Y | +172.9% | +125.0% | +47.9% | +96.7% |
| 5Y | +165.2% | +355.1% | -189.9% | +37.8% |
| All | +279.2% | +267.2% | +12.0% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling