+10,266.7%
RTX vs SYY
+4,458.5%
+5,808.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.1% |
| 7D | -5.2% | -2.3% | -2.9% | -4.2% |
| 30D | -9.4% | -4.9% | -4.4% | -7.5% |
| 3M | +12.3% | +8.4% | +3.9% | +8.4% |
| 6M | -3.1% | -7.4% | +4.2% | -0.9% |
| YTD | +10.7% | +11.0% | -0.3% | +4.6% |
| 1Y | +28.4% | -0.2% | +28.6% | +26.6% |
| 3Y | +147.1% | +23.8% | +123.3% | +118.4% |
| 5Y | +167.2% | +18.1% | +149.1% | +137.7% |
| 10Y | +274.7% | +94.6% | +180.1% | +159.8% |
| All | +10,266.7% | +4,458.5% | +5,808.2% | +2,527.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling