+737.9%
BE vs RTX
+188.8%
+549.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.5% | +12.5% | +12.6% |
| 7D | +4.5% | +1.4% | +3.1% | +3.9% |
| 30D | -20.1% | +7.8% | -28.0% | -24.9% |
| 3M | -0.8% | -9.8% | +9.0% | +7.2% |
| 6M | -26.2% | +13.5% | -39.8% | -35.6% |
| YTD | +141.1% | +10.9% | +130.1% | +112.5% |
| 1Y | +64.8% | +14.0% | +50.9% | +43.5% |
| 3Y | +1,887.4% | +159.9% | +1,727.5% | +694.4% |
| 5Y | +518.1% | +151.7% | +366.4% | +152.9% |
| All | +737.9% | +188.8% | +549.1% | +137.8% |
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