+695.1%
WDC vs RTX
+272.3%
+422.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.0% |
| 7D | -3.2% | +1.4% | -4.7% | -3.6% |
| 30D | -19.0% | +7.8% | -26.9% | -22.7% |
| 3M | -28.4% | -9.8% | -18.7% | -23.9% |
| 6M | -39.2% | +13.5% | -52.8% | -45.3% |
| YTD | +82.1% | +10.9% | +71.1% | +66.5% |
| 1Y | +84.7% | +14.0% | +70.7% | +66.0% |
| 3Y | +825.6% | +159.9% | +665.7% | +360.2% |
| 5Y | +608.2% | +151.7% | +456.5% | +247.0% |
| 10Y | +695.1% | +269.0% | +426.1% | +198.0% |
| All | +695.1% | +272.3% | +422.8% | +198.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling