+269.0%
RTX vs EWT
+467.1%
-198.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.8% | -5.3% | -1.9% |
| 7D | +1.4% | +3.2% | -1.8% | -0.3% |
| 30D | +7.8% | -12.3% | +20.2% | +13.1% |
| 3M | -9.8% | -3.6% | -6.2% | -9.5% |
| 6M | +13.5% | +3.1% | +10.4% | +8.2% |
| YTD | +10.9% | +57.7% | -46.8% | -15.7% |
| 1Y | +14.0% | +60.3% | -46.3% | -14.2% |
| 3Y | +159.9% | +163.4% | -3.5% | +40.1% |
| 5Y | +151.7% | +127.4% | +24.2% | +48.1% |
| 10Y | +269.0% | +462.7% | -193.7% | +19.3% |
| All | +269.0% | +467.1% | -198.1% | +19.3% |
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