+164.6%
RTX vs GWW
+223.7%
-59.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.2% |
| 7D | -3.1% | -1.5% | -1.6% | -2.7% |
| 30D | -10.6% | +1.1% | -11.7% | -10.9% |
| 3M | +11.6% | -1.0% | +12.6% | +11.7% |
| 6M | -4.5% | +16.3% | -20.8% | -9.1% |
| YTD | +9.6% | +28.5% | -18.9% | +0.7% |
| 1Y | +30.8% | +30.3% | +0.6% | +19.5% |
| 3Y | +152.8% | +91.6% | +61.2% | +99.2% |
| All | +164.6% | +223.7% | -59.1% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 5y: compounded portfolio wealth divided by compounded GWW 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…
5y analysis · Full analysis span regression · 6 months rolling