+269.0%
RTX vs BTI
+124.3%
+144.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +1.4% | -3.0% | +4.5% | +2.6% |
| 30D | +7.8% | +9.8% | -1.9% | +4.1% |
| 3M | -9.8% | +9.2% | -19.0% | -12.9% |
| 6M | +13.5% | +4.0% | +9.5% | +10.8% |
| YTD | +10.9% | +12.7% | -1.7% | +4.5% |
| 1Y | +14.0% | +15.9% | -2.0% | +6.1% |
| 3Y | +159.9% | +148.9% | +11.0% | +73.0% |
| 5Y | +151.7% | +152.8% | -1.1% | +62.8% |
| 10Y | +269.0% | +124.2% | +144.8% | +119.7% |
| All | +269.0% | +124.3% | +144.7% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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