+668.0%
BE vs RTX
+184.9%
+483.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +10.8% | +4.8% | +6.0% | +6.9% |
| 30D | -19.8% | +6.5% | -26.3% | -23.6% |
| 3M | -18.7% | -9.6% | -9.1% | -12.2% |
| 6M | -33.7% | +12.3% | -46.1% | -41.6% |
| YTD | +121.0% | +9.5% | +111.5% | +97.0% |
| 1Y | +85.4% | +15.8% | +69.6% | +58.6% |
| 3Y | +1,709.5% | +157.0% | +1,552.5% | +630.0% |
| 5Y | +462.2% | +148.8% | +313.4% | +132.2% |
| All | +668.0% | +184.9% | +483.1% | +120.4% |
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