+169.3%
RTX vs BIL
+19.4%
+149.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | -5.2% | +0.1% | -5.2% | -5.0% |
| 30D | -9.4% | +0.3% | -9.7% | -8.6% |
| 3M | +12.3% | +0.9% | +11.3% | +15.0% |
| 6M | -3.1% | +1.8% | -5.0% | +1.1% |
| YTD | +10.7% | +2.4% | +8.2% | +17.0% |
| 1Y | +28.4% | +3.7% | +24.7% | +39.5% |
| 3Y | +147.1% | +14.2% | +132.9% | +223.6% |
| All | +169.3% | +19.4% | +149.9% | +266.8% |
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