+157.0%
RTX vs BN
+96.7%
+60.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | +4.8% | -1.0% | +5.8% | +5.0% |
| 30D | +6.5% | +14.0% | -7.5% | +3.3% |
| 3M | -9.6% | -9.0% | -0.6% | -7.9% |
| 6M | +12.3% | -8.8% | +21.2% | +14.3% |
| YTD | +9.5% | -10.3% | +19.7% | +11.4% |
| 1Y | +15.8% | -5.8% | +21.7% | +16.5% |
| 3Y | +157.0% | +94.8% | +62.2% | +133.9% |
| All | +157.0% | +96.7% | +60.3% | +133.9% |
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