+10,128.8%
RTX vs BNY
+8,070.6%
+2,058.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | -2.0% | -1.1% | -0.9% | -1.6% |
| 30D | -11.2% | +1.4% | -12.6% | -11.6% |
| 3M | +12.0% | +16.8% | -4.8% | +6.1% |
| 6M | -3.6% | +42.0% | -45.6% | -14.8% |
| YTD | +9.2% | +41.9% | -32.7% | -3.8% |
| 1Y | +29.7% | +59.2% | -29.5% | +9.6% |
| 3Y | +152.0% | +290.9% | -139.0% | +54.2% |
| 5Y | +165.8% | +259.0% | -93.3% | +64.5% |
| 10Y | +285.0% | +413.0% | -128.0% | +109.6% |
| All | +10,128.8% | +8,070.6% | +2,058.2% | +2,555.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling