+14.7%
RTX vs BMY
+45.9%
-31.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.0% | -6.7% | -3.5% |
| 7D | +1.3% | +6.0% | -4.7% | -0.1% |
| 30D | +7.6% | +9.1% | -1.5% | +5.4% |
| 3M | -8.6% | -2.6% | -6.1% | -8.2% |
| 6M | +15.6% | +13.1% | +2.5% | +11.1% |
| YTD | +9.4% | +23.0% | -13.7% | +4.6% |
| 1Y | +14.7% | +45.6% | -30.9% | +8.6% |
| All | +14.7% | +45.9% | -31.2% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling