+279.2%
RTX vs WY
+7.6%
+271.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -1.5% | -4.2% | +2.6% | +0.3% |
| 30D | -11.0% | -10.1% | -0.9% | -6.9% |
| 3M | +7.7% | -8.5% | +16.2% | +11.1% |
| 6M | -3.9% | -3.3% | -0.6% | -3.4% |
| YTD | +9.0% | -4.4% | +13.4% | +9.6% |
| 1Y | +27.3% | -11.5% | +38.7% | +32.2% |
| 3Y | +172.9% | -24.3% | +197.2% | +194.7% |
| 5Y | +165.2% | -21.3% | +186.5% | +172.3% |
| All | +279.2% | +7.6% | +271.6% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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