+17,845.4%
WDC vs RTX
+10,530.0%
+7,315.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.2% |
| 7D | +1.7% | -5.2% | +6.9% | +4.7% |
| 30D | -10.0% | -9.4% | -0.6% | -5.1% |
| 3M | -18.8% | +12.3% | -31.0% | -25.0% |
| 6M | +79.0% | -3.1% | +82.2% | +78.6% |
| YTD | +171.6% | +10.7% | +160.9% | +152.2% |
| 1Y | +417.4% | +28.4% | +389.0% | +340.0% |
| 3Y | +1,251.8% | +147.1% | +1,104.7% | +674.2% |
| 5Y | +911.7% | +167.2% | +744.4% | +446.3% |
| 10Y | +1,399.6% | +274.7% | +1,124.9% | +572.5% |
| All | +17,845.4% | +10,530.0% | +7,315.3% | +1,802.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling