+283.9%
RTX vs EWT
+510.6%
-226.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.6% | +2.1% | -3.7% | -2.5% |
| 30D | -11.6% | +9.4% | -20.9% | -15.1% |
| 3M | +9.2% | +10.9% | -1.7% | +2.9% |
| 6M | -4.4% | +57.9% | -62.4% | -25.4% |
| YTD | +8.9% | +75.9% | -67.0% | -19.9% |
| 1Y | +32.1% | +89.7% | -57.6% | -6.9% |
| 3Y | +151.2% | +200.9% | -49.6% | +29.6% |
| 5Y | +162.9% | +154.5% | +8.4% | +49.7% |
| 10Y | +283.9% | +520.8% | -236.8% | +20.4% |
| All | +283.9% | +510.6% | -226.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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