+1,619.0%
BE vs RTX
+152.8%
+1,466.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.0% | +7.6% |
| 7D | +20.0% | -5.2% | +25.1% | +22.7% |
| 30D | +7.9% | -9.4% | +17.3% | +12.3% |
| 3M | -13.2% | +12.3% | -25.5% | -19.3% |
| 6M | +53.5% | -3.1% | +56.6% | +54.6% |
| YTD | +191.0% | +10.7% | +180.4% | +171.9% |
| 1Y | +360.5% | +28.4% | +332.1% | +298.4% |
| All | +1,619.0% | +152.8% | +1,466.3% | +943.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling