+268.6%
RTX vs BEN
+55.0%
+213.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.6% |
| 7D | -1.7% | +12.1% | -13.9% | -6.1% |
| 30D | +7.7% | +13.4% | -5.7% | +2.4% |
| 3M | -10.3% | +9.4% | -19.7% | -13.7% |
| 6M | +14.6% | +19.3% | -4.7% | +6.4% |
| YTD | +10.4% | +57.3% | -46.9% | -8.7% |
| 1Y | +13.5% | +69.1% | -55.6% | -8.9% |
| 3Y | +158.6% | +85.6% | +73.0% | +90.3% |
| 5Y | +147.3% | +32.9% | +114.3% | +104.9% |
| 10Y | +268.6% | +58.3% | +210.3% | +145.4% |
| All | +268.6% | +55.0% | +213.7% | +145.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling