+1,818.8%
RTX vs EWT
+501.7%
+1,317.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.5% | -0.3% |
| 7D | +3.4% | +13.2% | -9.9% | -1.8% |
| 30D | +8.4% | -14.3% | +22.7% | +14.4% |
| 3M | -10.7% | -8.4% | -2.2% | -8.5% |
| 6M | +11.7% | +3.7% | +8.0% | +7.0% |
| YTD | +9.3% | +53.1% | -43.7% | -11.7% |
| 1Y | +13.3% | +55.5% | -42.2% | -9.2% |
| 3Y | +156.1% | +155.6% | +0.5% | +61.6% |
| 5Y | +148.5% | +119.3% | +29.2% | +65.9% |
| 10Y | +263.6% | +446.2% | -182.6% | +65.1% |
| All | +1,818.8% | +501.7% | +1,317.1% | +554.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling