+132.6%
RTX vs BIL
+19.4%
+113.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | -5.1% | -0.3% | -4.9% | -5.7% |
| 30D | +5.1% | 0.0% | +5.1% | +5.0% |
| 3M | -14.8% | +0.3% | -15.1% | -14.1% |
| 6M | +8.0% | +1.2% | +6.8% | +11.8% |
| YTD | +4.5% | +2.5% | +2.0% | +11.1% |
| 1Y | +9.8% | +3.0% | +6.8% | +18.5% |
| 3Y | +144.2% | +13.2% | +131.0% | +221.2% |
| All | +132.6% | +19.4% | +113.2% | +241.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling