+991.6%
WDC vs RTX
+165.2%
+826.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.3% |
| 7D | +7.5% | -1.6% | +9.1% | +8.1% |
| 30D | +10.1% | -11.6% | +21.6% | +15.3% |
| 3M | -6.8% | +9.2% | -16.0% | -11.3% |
| 6M | +84.1% | -4.4% | +88.6% | +85.7% |
| YTD | +180.3% | +8.9% | +171.4% | +166.7% |
| 1Y | +411.1% | +32.1% | +379.0% | +346.0% |
| 3Y | +1,375.0% | +151.2% | +1,223.8% | +863.8% |
| 5Y | +991.6% | +162.9% | +828.7% | +563.8% |
| All | +991.6% | +165.2% | +826.3% | +563.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling