+10,266.7%
RTX vs WY
+688.1%
+9,578.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | -5.2% | -1.7% | -3.4% | -4.5% |
| 30D | -9.4% | -10.1% | +0.7% | -5.7% |
| 3M | +12.3% | -5.1% | +17.4% | +13.9% |
| 6M | -3.1% | -4.8% | +1.7% | -2.1% |
| YTD | +10.7% | -0.2% | +10.9% | +9.6% |
| 1Y | +28.4% | -6.6% | +35.0% | +30.1% |
| 3Y | +147.1% | -22.7% | +169.8% | +162.8% |
| 5Y | +167.2% | -22.2% | +189.5% | +177.7% |
| 10Y | +274.7% | +7.3% | +267.4% | +223.5% |
| All | +10,266.7% | +688.1% | +9,578.6% | +3,689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling