+417.4%
WDC vs RTX
+28.8%
+388.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.0% |
| 7D | +1.7% | -5.2% | +6.9% | +2.7% |
| 30D | -10.0% | -9.4% | -0.6% | -8.4% |
| 3M | -18.8% | +12.3% | -31.0% | -23.1% |
| 6M | +79.0% | -3.1% | +82.2% | +83.3% |
| YTD | +171.6% | +10.7% | +160.9% | +161.2% |
| 1Y | +417.4% | +28.4% | +389.0% | +395.8% |
| All | +417.4% | +28.8% | +388.6% | +395.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling