+140.2%
RTX vs BB
-18.0%
+158.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.5% | -1.9% | +3.3% |
| 7D | -3.2% | +15.0% | -18.2% | -3.8% |
| 30D | +5.6% | +3.5% | +2.1% | +5.2% |
| 3M | -11.7% | +2.7% | -14.4% | -12.1% |
| 6M | +12.3% | +44.7% | -32.4% | +8.7% |
| YTD | +8.2% | +143.3% | -135.1% | +1.0% |
| 1Y | +12.6% | +102.2% | -89.6% | +6.3% |
| 3Y | +152.8% | +156.1% | -3.3% | +129.7% |
| 5Y | +140.2% | -17.6% | +157.8% | +162.1% |
| All | +140.2% | -18.0% | +158.2% | +162.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling