+267.4%
RTX vs SUI
+123.0%
+144.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +4.8% | -1.5% | +6.3% | +5.4% |
| 30D | +6.5% | +3.7% | +2.7% | +4.7% |
| 3M | -9.6% | -0.4% | -9.2% | -9.8% |
| 6M | +12.3% | -2.8% | +15.1% | +12.9% |
| YTD | +9.5% | -1.6% | +11.1% | +9.4% |
| 1Y | +15.8% | -2.1% | +17.9% | +16.0% |
| 3Y | +157.0% | +18.5% | +138.5% | +131.0% |
| 5Y | +148.8% | -26.5% | +175.3% | +173.0% |
| All | +267.4% | +123.0% | +144.4% | +163.2% |
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