+165.8%
RTX vs SU
+341.5%
-175.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.0% | +1.7% | -3.6% | -2.3% |
| 30D | -11.2% | +9.6% | -20.8% | -13.0% |
| 3M | +12.0% | +11.7% | +0.3% | +9.1% |
| 6M | -3.6% | +21.9% | -25.5% | -8.7% |
| YTD | +9.2% | +58.6% | -49.4% | -3.3% |
| 1Y | +29.7% | +66.5% | -36.8% | +13.4% |
| 3Y | +152.0% | +121.4% | +30.5% | +101.9% |
| 5Y | +165.8% | +355.7% | -190.0% | +73.7% |
| All | +165.8% | +341.5% | -175.7% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling