+1,188.5%
WDC vs RTX
+286.0%
+902.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.8% |
| 7D | -4.3% | -1.5% | -2.8% | -3.4% |
| 30D | -1.5% | -11.0% | +9.5% | +5.6% |
| 3M | -15.5% | +7.7% | -23.2% | -20.9% |
| 6M | +66.5% | -3.9% | +70.4% | +67.1% |
| YTD | +159.9% | +9.0% | +150.9% | +140.4% |
| 1Y | +366.0% | +27.3% | +338.7% | +287.5% |
| 3Y | +1,285.8% | +172.9% | +1,112.9% | +562.8% |
| 5Y | +925.6% | +165.2% | +760.4% | +383.2% |
| All | +1,188.5% | +286.0% | +902.6% | +416.5% |
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