+267.0%
RTX vs BEN
+58.0%
+209.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.0% |
| 7D | +3.4% | +11.3% | -8.0% | -0.9% |
| 30D | +8.4% | +15.0% | -6.6% | +2.4% |
| 3M | -10.7% | +7.8% | -18.5% | -13.6% |
| 6M | +11.7% | +15.5% | -3.8% | +5.0% |
| YTD | +9.3% | +55.4% | -46.1% | -9.2% |
| 1Y | +13.3% | +63.3% | -50.0% | -7.8% |
| 3Y | +156.1% | +83.4% | +72.7% | +89.1% |
| 5Y | +148.5% | +28.1% | +120.5% | +109.6% |
| All | +267.0% | +58.0% | +209.0% | +143.2% |
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