+280.0%
RTX vs SYY
+114.2%
+165.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.2% |
| 7D | -2.0% | +1.5% | -3.5% | -2.7% |
| 30D | -11.2% | -2.3% | -8.9% | -10.3% |
| 3M | +12.0% | +5.5% | +6.5% | +8.9% |
| 6M | -3.6% | -1.0% | -2.6% | -4.3% |
| YTD | +9.2% | +14.1% | -4.9% | +0.7% |
| 1Y | +29.7% | +5.6% | +24.2% | +23.9% |
| 3Y | +152.0% | +27.9% | +124.1% | +112.7% |
| 5Y | +165.8% | +22.7% | +143.0% | +124.0% |
| All | +280.0% | +114.2% | +165.9% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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