+152.8%
RTX vs BN
+85.7%
+67.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -5.2% | -2.5% | -2.7% | -4.7% |
| 30D | -9.4% | -9.5% | +0.1% | -7.5% |
| 3M | +12.3% | -10.4% | +22.7% | +14.8% |
| 6M | -3.1% | -6.4% | +3.2% | -2.1% |
| YTD | +10.7% | -11.9% | +22.5% | +13.1% |
| 1Y | +28.4% | -8.6% | +37.0% | +30.0% |
| All | +152.8% | +85.7% | +67.0% | +126.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling