+152.8%
RTX vs WU
-21.7%
+174.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | -3.2% | +9.1% | -12.3% | -3.6% |
| 30D | +5.6% | +12.1% | -6.5% | +5.0% |
| 3M | -11.7% | +0.3% | -12.0% | -11.7% |
| 6M | +12.3% | -19.1% | +31.5% | +13.6% |
| YTD | +8.2% | -19.2% | +27.4% | +9.2% |
| 1Y | +12.6% | -15.3% | +27.9% | +13.1% |
| 3Y | +152.8% | -21.3% | +174.2% | +157.2% |
| All | +152.8% | -21.7% | +174.6% | +157.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling