+10,164.5%
RTX vs SU
+60,758.6%
-50,594.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | -10.6% | +13.7% | -24.2% | -10.6% |
| 3M | +11.6% | +8.0% | +3.6% | +11.6% |
| 6M | -4.5% | +21.0% | -25.5% | -4.5% |
| YTD | +9.6% | +56.2% | -46.7% | +9.5% |
| 1Y | +30.8% | +72.2% | -41.4% | +30.8% |
| 3Y | +152.8% | +118.1% | +34.7% | +152.7% |
| 5Y | +167.1% | +350.3% | -183.2% | +166.8% |
| 10Y | +275.2% | +248.5% | +26.7% | +274.7% |
| All | +10,164.5% | +60,758.6% | -50,594.2% | +10,311.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling