+152.8%
RTX vs SYY
+25.4%
+127.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -3.1% | -2.8% | -0.3% | -2.5% |
| 30D | -10.6% | -5.3% | -5.3% | -9.5% |
| 3M | +11.6% | +5.1% | +6.6% | +10.4% |
| 6M | -4.5% | -5.0% | +0.5% | -3.9% |
| YTD | +9.6% | +10.7% | -1.1% | +6.8% |
| 1Y | +30.8% | +0.7% | +30.1% | +29.7% |
| 3Y | +152.8% | +24.0% | +128.8% | +130.2% |
| All | +152.8% | +25.4% | +127.4% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling