+187.1%
RTX vs BBIO
+136.7%
+50.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.5% | -3.2% | +1.7% | -1.3% |
| 30D | -11.0% | -13.6% | +2.6% | -9.9% |
| 3M | +7.7% | +7.2% | +0.4% | +6.9% |
| 6M | -3.9% | +1.5% | -5.4% | -4.3% |
| YTD | +9.0% | -5.3% | +14.3% | +8.8% |
| 1Y | +27.3% | +37.7% | -10.5% | +23.0% |
| 3Y | +172.9% | +153.9% | +19.0% | +145.3% |
| 5Y | +165.2% | +43.9% | +121.3% | +123.5% |
| All | +187.1% | +136.7% | +50.5% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling