+10,266.7%
RTX vs BHP
+7,909.4%
+2,357.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -5.2% | -2.9% | -2.3% | -4.3% |
| 30D | -9.4% | +3.4% | -12.8% | -10.5% |
| 3M | +12.3% | +4.1% | +8.2% | +10.2% |
| 6M | -3.1% | +20.6% | -23.7% | -9.7% |
| YTD | +10.7% | +56.1% | -45.4% | -5.1% |
| 1Y | +28.4% | +69.6% | -41.2% | +6.9% |
| 3Y | +147.1% | +78.8% | +68.3% | +97.2% |
| 5Y | +167.2% | +113.1% | +54.2% | +94.6% |
| 10Y | +274.7% | +505.9% | -231.2% | +92.1% |
| All | +10,266.7% | +7,909.4% | +2,357.3% | +2,152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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