+152.8%
RTX vs BLDR
-47.3%
+200.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.5% | -1.9% | +3.3% |
| 7D | -3.2% | -2.7% | -0.5% | -3.1% |
| 30D | +5.6% | +24.8% | -19.3% | +4.3% |
| 3M | -11.7% | -11.7% | 0.0% | -11.4% |
| 6M | +12.3% | -14.8% | +27.1% | +12.7% |
| YTD | +8.2% | -35.9% | +44.1% | +9.5% |
| 1Y | +12.6% | -39.7% | +52.3% | +14.2% |
| 3Y | +152.8% | -45.6% | +198.4% | +166.7% |
| All | +152.8% | -47.3% | +200.1% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 3y: compounded portfolio wealth divided by compounded BLDR 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…
3y analysis · Full analysis span regression · 6 months rolling