+895.8%
RTX vs WPM
+5,535.3%
-4,639.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.6% | -2.0% | +3.0% |
| 7D | -3.2% | +20.8% | -24.0% | -5.2% |
| 30D | +5.6% | +3.8% | +1.7% | +4.9% |
| 3M | -11.7% | +7.4% | -19.1% | -12.8% |
| 6M | +12.3% | +4.0% | +8.4% | +11.0% |
| YTD | +8.2% | +23.0% | -14.8% | +4.4% |
| 1Y | +12.6% | +45.9% | -33.4% | +6.5% |
| 3Y | +152.8% | +242.9% | -90.1% | +115.4% |
| 5Y | +140.2% | +259.5% | -119.3% | +101.5% |
| 10Y | +273.8% | +577.7% | -304.0% | +181.0% |
| All | +895.8% | +5,535.3% | -4,639.5% | +416.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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