+15.8%
RTX vs BTDR
-48.4%
+64.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.6% | +8.8% | +0.3% |
| 7D | +4.8% | -6.9% | +11.7% | +4.9% |
| 30D | +6.5% | -31.5% | +38.0% | +7.0% |
| 3M | -9.6% | -36.1% | +26.4% | -9.4% |
| 6M | +12.3% | -57.6% | +70.0% | +13.0% |
| YTD | +9.5% | -50.0% | +59.5% | +9.0% |
| 1Y | +15.8% | -49.6% | +65.4% | +15.0% |
| All | +15.8% | -48.4% | +64.3% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling