+152.8%
RTX vs WWD
+157.3%
-4.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.9% | -1.3% | +2.3% |
| 7D | -3.2% | +4.2% | -7.4% | -4.3% |
| 30D | +5.6% | -0.8% | +6.3% | +5.6% |
| 3M | -11.7% | -8.2% | -3.5% | -9.9% |
| 6M | +12.3% | -9.8% | +22.2% | +14.8% |
| YTD | +8.2% | +10.4% | -2.2% | +4.6% |
| 1Y | +12.6% | +25.5% | -12.9% | +5.1% |
| 3Y | +152.8% | +155.8% | -3.0% | +99.4% |
| All | +152.8% | +157.3% | -4.5% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling