+273.8%
RTX vs BBWI
-41.3%
+315.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.7% | +3.3% |
| 7D | -3.2% | -6.2% | +3.0% | -2.2% |
| 30D | +5.6% | +25.5% | -19.9% | +1.4% |
| 3M | -11.7% | +8.0% | -19.7% | -13.4% |
| 6M | +12.3% | +12.7% | -0.4% | +8.7% |
| YTD | +8.2% | +11.6% | -3.4% | +3.8% |
| 1Y | +12.6% | -0.9% | +13.5% | +9.2% |
| 3Y | +152.8% | -22.7% | +175.5% | +143.9% |
| 5Y | +140.2% | -67.2% | +207.4% | +166.9% |
| 10Y | +273.8% | -43.7% | +317.5% | +169.9% |
| All | +273.8% | -41.3% | +315.1% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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