+278.0%
RTX vs WM
+306.5%
-28.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | 0.0% |
| 7D | -5.2% | -0.3% | -4.9% | -5.0% |
| 30D | -9.4% | -2.4% | -7.0% | -8.2% |
| 3M | +12.3% | +0.4% | +11.9% | +11.4% |
| 6M | -3.1% | -9.5% | +6.4% | +1.7% |
| YTD | +10.7% | +0.5% | +10.2% | +8.9% |
| 1Y | +28.4% | -1.1% | +29.5% | +27.2% |
| 3Y | +147.1% | +46.0% | +101.0% | +82.4% |
| 5Y | +167.2% | +51.8% | +115.4% | +86.8% |
| All | +278.0% | +306.5% | -28.5% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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