+267.4%
RTX vs WU
-38.9%
+306.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.3% |
| 7D | +4.8% | -2.0% | +6.8% | +5.4% |
| 30D | +6.5% | +11.4% | -4.9% | +2.9% |
| 3M | -9.6% | -6.8% | -2.8% | -8.2% |
| 6M | +12.3% | -14.6% | +27.0% | +15.7% |
| YTD | +9.5% | -20.6% | +30.1% | +14.5% |
| 1Y | +15.8% | -15.4% | +31.2% | +18.3% |
| 3Y | +157.0% | -23.6% | +180.6% | +163.9% |
| 5Y | +148.8% | -43.4% | +192.2% | +180.3% |
| All | +267.4% | -38.9% | +306.3% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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