+30.8%
RTX vs BUD
+35.5%
-4.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -3.1% | +0.8% | -3.9% | -3.2% |
| 30D | -10.6% | -4.8% | -5.8% | -10.2% |
| 3M | +11.6% | +1.4% | +10.3% | +10.9% |
| 6M | -4.5% | +9.9% | -14.4% | -7.2% |
| YTD | +9.6% | +26.3% | -16.8% | +7.1% |
| 1Y | +30.8% | +36.1% | -5.3% | +29.4% |
| All | +30.8% | +35.5% | -4.7% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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