+241.0%
RTX vs WBD
+16.8%
+224.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +39.5% | -34.2% | -1.7% |
| 7D | +5.3% | +39.5% | -34.2% | -1.7% |
| 30D | +5.3% | +39.5% | -34.2% | -1.7% |
| 3M | +5.3% | +39.5% | -34.2% | -1.7% |
| 6M | +5.3% | +39.5% | -34.2% | -1.7% |
| YTD | +5.3% | +39.5% | -34.2% | -1.7% |
| 1Y | +12.3% | +63.0% | -50.7% | +1.8% |
| 3Y | +182.1% | +206.7% | -24.7% | +113.2% |
| 5Y | +131.3% | +18.4% | +113.0% | +106.2% |
| All | +241.0% | +16.8% | +224.2% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling