+9,685.3%
RTX vs B
+719.1%
+8,966.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.3% |
| 7D | -5.1% | +9.6% | -14.7% | -5.6% |
| 30D | +5.1% | +3.5% | +1.6% | +4.9% |
| 3M | -14.8% | -1.6% | -13.2% | -14.9% |
| 6M | +8.0% | -1.7% | +9.7% | +7.8% |
| YTD | +4.5% | -5.3% | +9.8% | +4.3% |
| 1Y | +9.8% | +27.2% | -17.4% | +8.1% |
| 3Y | +144.2% | +166.1% | -21.9% | +130.9% |
| 5Y | +131.4% | +136.5% | -5.1% | +119.0% |
| 10Y | +273.3% | +172.2% | +101.0% | +246.5% |
| All | +9,685.3% | +719.1% | +8,966.2% | +9,522.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 all: compounded portfolio wealth divided by compounded B 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…
all analysis · Full analysis span regression · 6 months rolling