+162.9%
RTX vs BND
-1.8%
+164.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -11.6% | -0.2% | -11.3% | -11.5% |
| 3M | +9.2% | -0.7% | +9.8% | +9.4% |
| 6M | -4.4% | -1.7% | -2.7% | -3.8% |
| YTD | +8.9% | -0.5% | +9.4% | +9.1% |
| 1Y | +32.1% | +0.4% | +31.8% | +32.0% |
| 3Y | +151.2% | +13.1% | +138.1% | +140.0% |
| 5Y | +162.9% | -2.1% | +165.0% | +141.1% |
| All | +162.9% | -1.8% | +164.7% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 5y: compounded portfolio wealth divided by compounded BND 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…
5y analysis · Full analysis span regression · 6 months rolling