+283.9%
RTX vs WWD
+479.8%
-195.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.4% |
| 7D | -1.6% | +0.6% | -2.2% | -1.9% |
| 30D | -11.6% | -5.1% | -6.5% | -9.4% |
| 3M | +9.2% | -11.2% | +20.4% | +14.7% |
| 6M | -4.4% | -12.0% | +7.6% | +0.2% |
| YTD | +8.9% | +12.0% | -3.1% | +0.7% |
| 1Y | +32.1% | +42.8% | -10.7% | +7.2% |
| 3Y | +151.2% | +168.9% | -17.7% | +40.9% |
| 5Y | +162.9% | +192.2% | -29.3% | +35.2% |
| 10Y | +283.9% | +495.3% | -211.3% | +36.4% |
| All | +283.9% | +479.8% | -195.9% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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