+666.9%
RTX vs BND
+74.8%
+592.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.6% |
| 7D | +3.4% | -1.4% | +4.8% | +3.0% |
| 30D | +8.4% | +0.8% | +7.6% | +8.6% |
| 3M | -10.7% | -1.2% | -9.5% | -11.0% |
| 6M | +11.7% | -1.4% | +13.1% | +11.3% |
| YTD | +9.3% | -1.3% | +10.7% | +8.9% |
| 1Y | +13.3% | -1.2% | +14.5% | +12.9% |
| 3Y | +156.1% | +13.7% | +142.4% | +167.8% |
| 5Y | +148.5% | -1.7% | +150.2% | +138.1% |
| 10Y | +263.6% | +17.2% | +246.5% | +306.9% |
| All | +666.9% | +74.8% | +592.1% | +1,030.9% |
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