+64.8%
BE vs RTX
+14.2%
+50.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.5% | +12.5% | +12.8% |
| 7D | +4.5% | +1.4% | +3.1% | +4.0% |
| 30D | -20.1% | +7.8% | -28.0% | -22.0% |
| 3M | -0.8% | -9.8% | +9.0% | +3.9% |
| 6M | -26.2% | +13.5% | -39.8% | -33.8% |
| YTD | +141.1% | +10.9% | +130.1% | +82.1% |
| 1Y | +64.8% | +14.0% | +50.9% | +15.6% |
| All | +64.8% | +14.2% | +50.6% | +15.6% |
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 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