+275.2%
RTX vs BBWI
-56.0%
+331.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.5% |
| 7D | -3.1% | +1.6% | -4.7% | -3.4% |
| 30D | -10.6% | -6.2% | -4.3% | -9.8% |
| 3M | +11.6% | +4.3% | +7.3% | +10.2% |
| 6M | -4.5% | -7.2% | +2.7% | -4.6% |
| YTD | +9.6% | -3.0% | +12.6% | +8.1% |
| 1Y | +30.8% | -30.8% | +61.6% | +35.5% |
| 3Y | +152.8% | -43.4% | +196.2% | +159.1% |
| 5Y | +167.1% | -66.7% | +233.8% | +193.9% |
| 10Y | +275.2% | -55.7% | +330.8% | +190.7% |
| All | +275.2% | -56.0% | +331.1% | +190.7% |
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