+871.0%
RTX vs BLDR
+414.6%
+456.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | -5.2% | -2.8% | -2.3% | -4.8% |
| 30D | -9.4% | -13.3% | +3.9% | -7.7% |
| 3M | +12.3% | -12.3% | +24.5% | +13.6% |
| 6M | -3.1% | -31.5% | +28.3% | +1.2% |
| YTD | +10.7% | -36.1% | +46.7% | +16.3% |
| 1Y | +28.4% | -54.1% | +82.5% | +40.9% |
| 3Y | +147.1% | -55.8% | +202.8% | +163.8% |
| 5Y | +167.2% | +20.7% | +146.5% | +139.9% |
| 10Y | +274.7% | +390.2% | -115.5% | +165.0% |
| All | +871.0% | +414.6% | +456.4% | +405.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling