+273.8%
RTX vs SUI
+118.5%
+155.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -3.2% | +3.0% | -6.2% | -4.4% |
| 30D | +5.6% | +5.6% | 0.0% | +3.1% |
| 3M | -11.7% | +0.9% | -12.6% | -12.3% |
| 6M | +12.3% | -2.6% | +14.9% | +12.9% |
| YTD | +8.2% | -0.1% | +8.3% | +7.6% |
| 1Y | +12.6% | -1.4% | +14.0% | +12.4% |
| 3Y | +152.8% | +19.8% | +133.1% | +126.6% |
| 5Y | +140.2% | -25.8% | +166.0% | +162.6% |
| 10Y | +273.8% | +118.1% | +155.7% | +183.9% |
| All | +273.8% | +118.5% | +155.2% | +183.9% |
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