+153.9%
RTX vs BTDR
+19.6%
+134.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -4.0% | -0.2% |
| 7D | -1.5% | -3.4% | +1.8% | -1.5% |
| 30D | -11.0% | +32.6% | -43.6% | -11.2% |
| 3M | +7.7% | -32.2% | +39.9% | +7.9% |
| 6M | -3.9% | +52.4% | -56.3% | -4.5% |
| YTD | +9.0% | +6.7% | +2.3% | +8.6% |
| 1Y | +27.3% | -15.2% | +42.5% | +26.7% |
| 3Y | +172.9% | +14.9% | +158.0% | +170.3% |
| 5Y | +165.2% | +20.8% | +144.4% | +162.1% |
| All | +153.9% | +19.6% | +134.3% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 10y: compounded portfolio wealth divided by compounded BTDR 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…
10y analysis · Full analysis span regression · 6 months rolling