+84.7%
WDC vs RTX
+14.2%
+70.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.2% |
| 7D | -3.2% | +1.4% | -4.7% | -3.7% |
| 30D | -19.0% | +7.8% | -26.9% | -20.4% |
| 3M | -28.4% | -9.8% | -18.7% | -26.3% |
| 6M | -39.2% | +13.5% | -52.8% | -44.2% |
| YTD | +82.1% | +10.9% | +71.1% | +58.8% |
| 1Y | +84.7% | +14.0% | +70.7% | +55.3% |
| All | +84.7% | +14.2% | +70.4% | +55.3% |
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