-10.1%
BA vs RTX
+143.3%
-153.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.1% |
| 7D | +1.1% | -5.1% | +6.2% | +3.7% |
| 30D | -7.9% | +5.1% | -13.1% | -10.3% |
| 3M | -25.3% | -14.8% | -10.5% | -19.3% |
| 6M | -24.6% | +8.0% | -32.6% | -27.8% |
| YTD | -20.1% | +4.5% | -24.6% | -22.5% |
| 1Y | -11.8% | +9.8% | -21.6% | -16.5% |
| 3Y | -10.1% | +144.2% | -154.3% | -28.6% |
| All | -10.1% | +143.3% | -153.4% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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