+1,461.7%
RTX vs BNS
+1,485.2%
-23.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +4.8% | +0.9% | +3.8% | +4.3% |
| 30D | +6.5% | +2.8% | +3.7% | +4.8% |
| 3M | -9.6% | +3.0% | -12.6% | -11.5% |
| 6M | +12.3% | +23.3% | -10.9% | -0.6% |
| YTD | +9.5% | +29.3% | -19.9% | -6.0% |
| 1Y | +15.8% | +41.7% | -25.8% | -5.4% |
| 3Y | +157.0% | +147.7% | +9.3% | +51.0% |
| 5Y | +148.8% | +79.4% | +69.4% | +72.5% |
| 10Y | +264.0% | +188.5% | +75.5% | +93.4% |
| All | +1,461.7% | +1,485.2% | -23.5% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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