+977.1%
BE vs RTX
+183.4%
+793.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.3% |
| 7D | +23.9% | -1.6% | +25.5% | +25.5% |
| 30D | +27.8% | -11.6% | +39.4% | +40.7% |
| 3M | +3.7% | +9.2% | -5.4% | -6.1% |
| 6M | +78.0% | -4.4% | +82.4% | +79.8% |
| YTD | +209.9% | +8.9% | +201.0% | +177.8% |
| 1Y | +389.6% | +32.1% | +357.5% | +270.6% |
| 3Y | +1,730.6% | +151.2% | +1,579.4% | +647.1% |
| 5Y | +1,227.8% | +162.9% | +1,064.9% | +418.8% |
| All | +977.1% | +183.4% | +793.7% | +210.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling