+152.8%
RTX vs WM
+45.6%
+107.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.4% | +3.6% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | +5.6% | +13.3% | -7.7% | +3.3% |
| 3M | -11.7% | +4.4% | -16.1% | -12.4% |
| 6M | +12.3% | +10.8% | +1.5% | +10.2% |
| YTD | +8.2% | +9.1% | -0.9% | +6.3% |
| 1Y | +12.6% | +19.1% | -6.6% | +8.6% |
| 3Y | +152.8% | +45.7% | +107.2% | +132.7% |
| All | +152.8% | +45.6% | +107.2% | +132.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling