+267.0%
RTX vs SUI
+120.9%
+146.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.2% |
| 7D | +3.4% | -3.8% | +7.2% | +4.9% |
| 30D | +8.4% | +3.9% | +4.4% | +6.5% |
| 3M | -10.7% | +0.2% | -10.9% | -11.1% |
| 6M | +11.7% | -4.2% | +15.9% | +13.0% |
| YTD | +9.3% | -2.5% | +11.9% | +9.7% |
| 1Y | +13.3% | -4.0% | +17.3% | +14.3% |
| 3Y | +156.1% | +16.5% | +139.6% | +131.8% |
| 5Y | +148.5% | -27.2% | +175.7% | +173.7% |
| All | +267.0% | +120.9% | +146.1% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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