+7,459.8%
RTX vs SUI
+4,109.4%
+3,350.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.7% |
| 7D | -5.1% | +6.2% | -11.4% | -7.2% |
| 30D | +5.1% | +8.6% | -3.4% | +2.0% |
| 3M | -14.8% | +1.0% | -15.8% | -15.4% |
| 6M | +8.0% | -2.6% | +10.6% | +8.5% |
| YTD | +4.5% | -0.1% | +4.6% | +3.9% |
| 1Y | +9.8% | +0.5% | +9.4% | +9.0% |
| 3Y | +144.2% | +15.3% | +128.9% | +126.0% |
| 5Y | +131.4% | -26.1% | +157.6% | +146.1% |
| 10Y | +273.3% | +117.8% | +155.4% | +167.5% |
| All | +7,459.8% | +4,109.4% | +3,350.4% | +2,245.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling