+567.0%
WDC vs RTX
+146.7%
+420.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | +4.8% | +7.3% | +10.1% |
| 30D | -18.8% | +6.5% | -25.3% | -20.6% |
| 3M | -39.3% | -9.6% | -29.7% | -36.9% |
| 6M | -40.1% | +12.3% | -52.5% | -43.9% |
| YTD | +71.8% | +9.5% | +62.4% | +63.3% |
| 1Y | +88.5% | +15.8% | +72.6% | +74.8% |
| 3Y | +770.0% | +157.0% | +613.0% | +461.8% |
| All | +567.0% | +146.7% | +420.3% | +317.2% |
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 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