+144.2%
RTX vs WING
-19.7%
+163.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.2% |
| 7D | -5.1% | +9.0% | -14.2% | -5.5% |
| 30D | +5.1% | +39.9% | -34.8% | +3.6% |
| 3M | -14.8% | +40.4% | -55.2% | -16.2% |
| 6M | +8.0% | +12.9% | -4.8% | +7.2% |
| YTD | +4.5% | -31.1% | +35.5% | +5.7% |
| 1Y | +9.8% | -32.7% | +42.6% | +11.2% |
| 3Y | +144.2% | -19.8% | +164.0% | +143.0% |
| All | +144.2% | -19.7% | +163.9% | +143.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling