+275.2%
RTX vs WING
+341.7%
-66.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -10.6% | -6.0% | -4.5% | -10.1% |
| 3M | +11.6% | -23.5% | +35.1% | +14.7% |
| 6M | -4.5% | -52.0% | +47.5% | +3.7% |
| YTD | +9.6% | -53.8% | +63.4% | +18.6% |
| 1Y | +30.8% | -63.8% | +94.6% | +45.8% |
| 3Y | +152.8% | -30.8% | +183.6% | +142.3% |
| 5Y | +167.1% | -34.3% | +201.4% | +148.5% |
| 10Y | +275.2% | +352.4% | -77.2% | +144.0% |
| All | +275.2% | +341.7% | -66.6% | +144.0% |
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