+173.5%
RTX vs SU
+120.3%
+53.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.0% | +1.7% | -3.6% | -2.2% |
| 30D | -11.2% | +9.6% | -20.8% | -12.2% |
| 3M | +12.0% | +11.7% | +0.3% | +10.4% |
| 6M | -3.6% | +21.9% | -25.5% | -7.2% |
| YTD | +9.2% | +58.6% | -49.4% | -0.4% |
| 1Y | +29.7% | +66.5% | -36.8% | +17.0% |
| All | +173.5% | +120.3% | +53.2% | +135.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling