+10,099.4%
RTX vs BDX
+5,205.8%
+4,893.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | -1.6% | -4.1% | +2.5% | -0.3% |
| 30D | -11.6% | +0.1% | -11.7% | -11.7% |
| 3M | +9.2% | +18.3% | -9.1% | +3.3% |
| 6M | -4.4% | +10.1% | -14.5% | -7.7% |
| YTD | +8.9% | +19.4% | -10.6% | +2.4% |
| 1Y | +32.1% | +22.3% | +9.8% | +23.1% |
| 3Y | +151.2% | -9.4% | +160.6% | +152.4% |
| 5Y | +162.9% | -2.0% | +164.9% | +155.3% |
| 10Y | +283.9% | +59.6% | +224.4% | +215.2% |
| All | +10,099.4% | +5,205.8% | +4,893.6% | +3,288.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling