+140.2%
RTX vs WU
-42.0%
+182.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | -3.2% | +9.1% | -12.3% | -4.1% |
| 30D | +5.6% | +12.1% | -6.5% | +4.2% |
| 3M | -11.7% | +0.3% | -12.0% | -11.9% |
| 6M | +12.3% | -19.1% | +31.5% | +14.6% |
| YTD | +8.2% | -19.2% | +27.4% | +10.1% |
| 1Y | +12.6% | -15.3% | +27.9% | +13.6% |
| 3Y | +152.8% | -21.3% | +174.2% | +155.6% |
| 5Y | +140.2% | -41.7% | +181.9% | +154.4% |
| All | +140.2% | -42.0% | +182.2% | +154.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling