+1,359.8%
WDC vs RTX
+150.3%
+1,209.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.4% |
| 7D | +6.0% | -3.1% | +9.1% | +6.8% |
| 30D | +9.9% | -10.6% | +20.5% | +13.0% |
| 3M | -9.4% | +11.6% | -21.0% | -13.4% |
| 6M | +94.7% | -4.5% | +99.2% | +96.5% |
| YTD | +177.4% | +9.6% | +167.8% | +167.5% |
| 1Y | +412.6% | +30.8% | +381.8% | +369.0% |
| 3Y | +1,359.8% | +152.8% | +1,206.9% | +1,247.2% |
| All | +1,359.8% | +150.3% | +1,209.5% | +1,247.2% |
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