+28.4%
RTX vs BNY
+59.6%
-31.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -5.2% | +1.4% | -6.6% | -5.4% |
| 30D | -9.4% | +3.8% | -13.2% | -10.0% |
| 3M | +12.3% | +14.9% | -2.6% | +9.6% |
| 6M | -3.1% | +40.3% | -43.5% | -6.8% |
| YTD | +10.7% | +43.8% | -33.1% | +5.5% |
| 1Y | +28.4% | +58.9% | -30.5% | +22.5% |
| All | +28.4% | +59.6% | -31.1% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling