+285.3%
RTX vs WBD
+40.9%
+244.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.3% | -1.6% |
| 7D | -0.6% | -13.9% | +13.3% | +2.7% |
| 30D | +12.2% | -7.6% | +19.7% | +13.2% |
| 3M | -4.0% | -28.3% | +24.3% | +3.5% |
| 6M | -13.5% | -22.3% | +8.8% | -9.6% |
| YTD | -17.0% | +6.9% | -23.9% | -22.3% |
| 1Y | -13.9% | -6.2% | -7.7% | -16.9% |
| 3Y | +30.3% | -55.8% | +86.1% | +35.5% |
| 5Y | +12.9% | -69.3% | +82.2% | +29.9% |
| 10Y | +52.8% | -76.8% | +129.6% | +82.5% |
| All | +285.3% | +40.9% | +244.4% | +130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling