+617.8%
RTX vs BIL
+30.4%
+587.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.5% |
| 7D | -5.2% | +0.1% | -5.2% | -4.7% |
| 30D | -9.4% | +0.3% | -9.7% | -7.9% |
| 3M | +12.3% | +0.9% | +11.3% | +17.6% |
| 6M | -3.1% | +1.8% | -5.0% | +6.0% |
| YTD | +10.7% | +2.4% | +8.2% | +24.7% |
| 1Y | +28.4% | +3.7% | +24.7% | +53.8% |
| 3Y | +147.1% | +14.2% | +132.9% | +383.4% |
| 5Y | +167.2% | +19.4% | +147.8% | +563.5% |
| 10Y | +274.7% | +25.2% | +249.5% | +1,116.2% |
| All | +617.8% | +30.4% | +587.5% | +2,143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BIL 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling