+167.1%
RTX vs BLDR
+16.0%
+151.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.5% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -10.6% | -16.2% | +5.7% | -9.1% |
| 3M | +11.6% | -14.4% | +26.1% | +12.8% |
| 6M | -4.5% | -32.8% | +28.3% | -1.4% |
| YTD | +9.6% | -39.2% | +48.8% | +14.0% |
| 1Y | +30.8% | -57.7% | +88.5% | +41.1% |
| 3Y | +152.8% | -55.3% | +208.1% | +161.2% |
| 5Y | +167.1% | +15.6% | +151.5% | +110.6% |
| All | +167.1% | +16.0% | +151.1% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling