+152.8%
RTX vs BB
+68.2%
+84.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.0% |
| 7D | -3.1% | +0.5% | -3.6% | -3.1% |
| 30D | -10.6% | -12.4% | +1.8% | -10.4% |
| 3M | +11.6% | -15.3% | +26.9% | +11.6% |
| 6M | -4.5% | +128.8% | -133.3% | -7.2% |
| YTD | +9.6% | +107.7% | -98.1% | +6.8% |
| 1Y | +30.8% | +103.9% | -73.1% | +27.5% |
| 3Y | +152.8% | +72.6% | +80.2% | +128.3% |
| All | +152.8% | +68.2% | +84.7% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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