+10,266.7%
RTX vs GWW
+14,492.5%
-4,225.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | -5.2% | +1.4% | -6.6% | -5.7% |
| 30D | -9.4% | +3.3% | -12.6% | -10.7% |
| 3M | +12.3% | +2.9% | +9.4% | +10.5% |
| 6M | -3.1% | +15.8% | -18.9% | -9.6% |
| YTD | +10.7% | +32.0% | -21.4% | -2.8% |
| 1Y | +28.4% | +29.9% | -1.5% | +13.3% |
| 3Y | +147.1% | +91.1% | +56.0% | +80.5% |
| 5Y | +167.2% | +223.9% | -56.7% | +51.2% |
| 10Y | +274.7% | +567.0% | -292.3% | +46.2% |
| All | +10,266.7% | +14,492.5% | -4,225.8% | +953.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling