+10,152.6%
RTX vs GWW
+16,336.7%
-6,184.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +4.8% | +3.6% | +1.2% | +3.2% |
| 30D | +6.5% | +12.1% | -5.6% | +1.3% |
| 3M | -9.6% | +12.9% | -22.5% | -14.4% |
| 6M | +12.3% | +19.3% | -7.0% | +3.5% |
| YTD | +9.5% | +48.7% | -39.3% | -8.8% |
| 1Y | +15.8% | +60.5% | -44.7% | -6.8% |
| 3Y | +157.0% | +93.3% | +63.7% | +87.0% |
| 5Y | +148.8% | +219.0% | -70.2% | +42.0% |
| 10Y | +264.0% | +659.0% | -394.9% | +34.3% |
| All | +10,152.6% | +16,336.7% | -6,184.1% | +888.1% |
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