+147.3%
RTX vs SUI
-25.9%
+173.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.2% |
| 7D | -1.7% | +3.4% | -5.2% | -2.6% |
| 30D | +7.7% | +4.6% | +3.1% | +6.4% |
| 3M | -10.3% | +1.6% | -11.9% | -10.9% |
| 6M | +14.6% | -3.5% | +18.0% | +15.2% |
| YTD | +10.4% | -1.0% | +11.4% | +10.3% |
| 1Y | +13.5% | -1.7% | +15.3% | +13.6% |
| 3Y | +158.6% | +18.4% | +140.2% | +143.8% |
| 5Y | +147.3% | -26.3% | +173.6% | +169.8% |
| All | +147.3% | -25.9% | +173.2% | +169.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling