+269.0%
RTX vs WCN
+309.3%
-40.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | +7.8% | +25.3% | -17.5% | -3.4% |
| 3M | -9.8% | +15.4% | -25.2% | -16.1% |
| 6M | +13.5% | +27.8% | -14.3% | 0.0% |
| YTD | +10.9% | +10.6% | +0.4% | +4.2% |
| 1Y | +14.0% | +15.8% | -1.8% | +4.3% |
| 3Y | +159.9% | +50.3% | +109.6% | +100.7% |
| 5Y | +151.7% | +46.9% | +104.7% | +93.0% |
| 10Y | +269.0% | +318.8% | -49.8% | +75.4% |
| All | +269.0% | +309.3% | -40.3% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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