+667.7%
RTX vs BND
+74.6%
+593.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +4.8% | -1.4% | +6.2% | +4.4% |
| 30D | +6.5% | +0.6% | +5.9% | +6.7% |
| 3M | -9.6% | -1.6% | -8.0% | -10.1% |
| 6M | +12.3% | -1.5% | +13.9% | +11.8% |
| YTD | +9.5% | -1.5% | +10.9% | +9.0% |
| 1Y | +15.8% | -1.1% | +16.9% | +15.5% |
| 3Y | +157.0% | +13.6% | +143.4% | +168.7% |
| 5Y | +148.8% | -1.8% | +150.6% | +138.3% |
| 10Y | +264.0% | +17.0% | +247.0% | +307.2% |
| All | +667.7% | +74.6% | +593.2% | +1,031.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling