+132.6%
RTX vs BEN
+19.4%
+113.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -2.2% |
| 7D | -5.1% | +6.6% | -11.7% | -6.5% |
| 30D | +5.1% | +3.8% | +1.3% | +4.2% |
| 3M | -14.8% | +0.2% | -15.0% | -15.0% |
| 6M | +8.0% | +10.4% | -2.4% | +5.4% |
| YTD | +4.5% | +46.2% | -41.7% | -4.5% |
| 1Y | +9.8% | +52.3% | -42.4% | -0.6% |
| 3Y | +144.2% | +65.9% | +78.3% | +110.6% |
| All | +132.6% | +19.4% | +113.2% | +124.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling