+822.0%
WDC vs RTX
+159.8%
+662.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.2% |
| 7D | -3.2% | +1.4% | -4.7% | -3.5% |
| 30D | -19.0% | +7.8% | -26.9% | -20.7% |
| 3M | -28.4% | -9.8% | -18.7% | -26.3% |
| 6M | -39.2% | +13.5% | -52.8% | -42.6% |
| YTD | +82.1% | +10.9% | +71.1% | +74.1% |
| 1Y | +84.7% | +14.0% | +70.7% | +74.8% |
| All | +822.0% | +159.8% | +662.2% | +698.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling