+13.3%
RTX vs BN
-9.6%
+22.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | +8.4% | +13.6% | -5.2% | +5.5% |
| 3M | -10.7% | -6.7% | -4.0% | -9.5% |
| 6M | +11.7% | -9.0% | +20.7% | +13.6% |
| YTD | +9.3% | -8.8% | +18.1% | +11.0% |
| 1Y | +13.3% | -10.6% | +23.9% | +15.3% |
| All | +13.3% | -9.6% | +22.9% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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