+55.3%
BE vs RTX
+14.1%
+41.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.6% | -3.7% | -5.6% |
| 7D | -12.1% | +1.3% | -13.5% | -12.4% |
| 30D | -30.1% | +7.6% | -37.7% | -31.6% |
| 3M | -12.1% | -8.6% | -3.5% | -8.8% |
| 6M | -30.6% | +15.6% | -46.2% | -39.0% |
| YTD | +130.6% | +9.4% | +121.3% | +79.7% |
| 1Y | +55.3% | +14.7% | +40.6% | +5.3% |
| All | +55.3% | +14.1% | +41.2% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling