+10,266.7%
RTX vs BN
+15,251.3%
-4,984.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -5.2% | -2.5% | -2.7% | -4.3% |
| 30D | -9.4% | -9.5% | +0.1% | -6.0% |
| 3M | +12.3% | -10.4% | +22.7% | +16.8% |
| 6M | -3.1% | -6.4% | +3.2% | -1.3% |
| YTD | +10.7% | -11.9% | +22.5% | +14.8% |
| 1Y | +28.4% | -8.6% | +37.0% | +31.0% |
| 3Y | +147.1% | +77.6% | +69.5% | +88.3% |
| 5Y | +167.2% | +37.0% | +130.2% | +118.4% |
| 10Y | +274.7% | +266.4% | +8.3% | +112.7% |
| All | +10,266.7% | +15,251.3% | -4,984.6% | +2,228.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling