+10,266.7%
RTX vs BMY
+1,782.2%
+8,484.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | -5.2% | +0.4% | -5.5% | -5.3% |
| 30D | -9.4% | +5.0% | -14.4% | -10.8% |
| 3M | +12.3% | +19.4% | -7.1% | +6.3% |
| 6M | -3.1% | +9.5% | -12.7% | -6.1% |
| YTD | +10.7% | +28.1% | -17.4% | +2.3% |
| 1Y | +28.4% | +50.0% | -21.6% | +12.8% |
| 3Y | +147.1% | +24.1% | +123.0% | +124.4% |
| 5Y | +167.2% | +25.0% | +142.3% | +140.6% |
| 10Y | +274.7% | +68.7% | +206.1% | +203.6% |
| All | +10,266.7% | +1,782.2% | +8,484.5% | +3,285.4% |
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