+10,292.5%
RTX vs BHP
+7,168.9%
+3,123.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.2% |
| 7D | +1.4% | +2.4% | -1.0% | +0.7% |
| 30D | +7.8% | -5.4% | +13.2% | +9.5% |
| 3M | -9.8% | -6.9% | -2.9% | -8.3% |
| 6M | +13.5% | -4.3% | +17.9% | +13.7% |
| YTD | +10.9% | +41.6% | -30.7% | -2.4% |
| 1Y | +14.0% | +53.3% | -39.3% | -2.3% |
| 3Y | +159.9% | +58.4% | +101.6% | +115.2% |
| 5Y | +151.7% | +121.3% | +30.4% | +80.6% |
| 10Y | +269.0% | +349.0% | -80.0% | +106.8% |
| All | +10,292.5% | +7,168.9% | +3,123.6% | +2,218.0% |
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