+10,266.7%
RTX vs WM
+26,336.4%
-16,069.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.4% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -9.4% | -2.4% | -7.0% | -8.9% |
| 3M | +12.3% | +0.4% | +11.9% | +12.0% |
| 6M | -3.1% | -9.5% | +6.4% | -1.1% |
| YTD | +10.7% | +0.5% | +10.2% | +10.2% |
| 1Y | +28.4% | -1.1% | +29.5% | +28.1% |
| 3Y | +147.1% | +46.0% | +101.0% | +123.5% |
| 5Y | +167.2% | +51.8% | +115.4% | +139.0% |
| 10Y | +274.7% | +307.5% | -32.8% | +174.7% |
| All | +10,266.7% | +26,336.4% | -16,069.7% | +5,173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling