+10,292.5%
RTX vs BMY
+1,690.4%
+8,602.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.4% | -2.0% | +3.4% | +2.1% |
| 30D | +7.8% | +9.3% | -1.4% | +4.9% |
| 3M | -9.8% | -0.1% | -9.7% | -10.0% |
| 6M | +13.5% | +15.5% | -1.9% | +8.2% |
| YTD | +10.9% | +21.8% | -10.9% | +3.8% |
| 1Y | +14.0% | +34.9% | -20.9% | +3.3% |
| 3Y | +159.9% | +43.2% | +116.7% | +125.6% |
| 5Y | +151.7% | +30.7% | +120.9% | +123.0% |
| 10Y | +269.0% | +59.3% | +209.7% | +204.3% |
| All | +10,292.5% | +1,690.4% | +8,602.1% | +3,336.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling