+14.7%
RTX vs BEN
+56.2%
-41.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.3% | -3.5% |
| 7D | +1.3% | +6.7% | -5.4% | 0.0% |
| 30D | +7.6% | +3.0% | +4.6% | +7.1% |
| 3M | -8.6% | -4.3% | -4.3% | -7.7% |
| 6M | +15.6% | +16.4% | -0.7% | +11.8% |
| YTD | +9.4% | +46.8% | -37.4% | +0.5% |
| 1Y | +14.7% | +57.3% | -42.7% | +4.7% |
| All | +14.7% | +56.2% | -41.6% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling