+759.9%
RTX vs BUD
+214.6%
+545.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.6% |
| 7D | -5.1% | +4.5% | -9.6% | -6.9% |
| 30D | +5.1% | +12.5% | -7.4% | 0.0% |
| 3M | -14.8% | 0.0% | -14.8% | -15.2% |
| 6M | +8.0% | +3.8% | +4.2% | +5.4% |
| YTD | +4.5% | +33.1% | -28.6% | -8.5% |
| 1Y | +9.8% | +35.5% | -25.7% | -4.7% |
| 3Y | +144.2% | +49.4% | +94.8% | +97.4% |
| 5Y | +131.4% | +48.0% | +83.4% | +82.0% |
| 10Y | +273.3% | -8.6% | +281.8% | +232.5% |
| All | +759.9% | +214.6% | +545.3% | +303.8% |
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