+813.2%
RTX vs BUD
+215.1%
+598.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.4% |
| 7D | +1.4% | +0.5% | +1.0% | +1.2% |
| 30D | +7.8% | +7.4% | +0.4% | +4.5% |
| 3M | -9.8% | +4.3% | -14.1% | -11.7% |
| 6M | +13.5% | +5.3% | +8.3% | +10.2% |
| YTD | +10.9% | +33.2% | -22.3% | -2.9% |
| 1Y | +14.0% | +31.8% | -17.8% | +0.1% |
| 3Y | +159.9% | +47.8% | +112.1% | +111.2% |
| 5Y | +151.7% | +50.2% | +101.5% | +96.6% |
| 10Y | +269.0% | -4.8% | +273.8% | +223.4% |
| All | +813.2% | +215.1% | +598.2% | +328.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling