+273.8%
RTX vs WING
+742.9%
-469.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +2.6% |
| 7D | -3.2% | +8.6% | -11.7% | -4.2% |
| 30D | +5.6% | +44.8% | -39.2% | +0.7% |
| 3M | -11.7% | +51.9% | -63.6% | -16.6% |
| 6M | +12.3% | +37.2% | -24.9% | +6.7% |
| YTD | +8.2% | -25.3% | +33.5% | +10.0% |
| 1Y | +12.6% | -25.1% | +37.7% | +14.1% |
| 3Y | +152.8% | -12.9% | +165.7% | +137.9% |
| 5Y | +140.2% | +12.0% | +128.2% | +108.3% |
| 10Y | +273.8% | +716.5% | -442.7% | +126.3% |
| All | +273.8% | +742.9% | -469.1% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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