+1,842.3%
RTX vs EWT
+594.1%
+1,248.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.5% | -1.4% |
| 7D | -5.2% | +4.0% | -9.1% | -6.7% |
| 30D | -9.4% | +10.3% | -19.7% | -13.0% |
| 3M | +12.3% | +6.1% | +6.2% | +8.1% |
| 6M | -3.1% | +56.6% | -59.8% | -21.4% |
| YTD | +10.7% | +76.6% | -65.9% | -14.8% |
| 1Y | +28.4% | +97.9% | -69.4% | -6.1% |
| 3Y | +147.1% | +198.0% | -50.9% | +47.8% |
| 5Y | +167.2% | +151.8% | +15.5% | +70.3% |
| 10Y | +274.7% | +514.1% | -239.4% | +63.6% |
| All | +1,842.3% | +594.1% | +1,248.2% | +531.5% |
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