+8,296.9%
WFC vs RTX
+10,413.0%
-2,116.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +2.5% | +4.8% | -2.3% | -0.2% |
| 30D | +7.0% | +6.5% | +0.5% | +3.1% |
| 3M | -1.8% | -9.6% | +7.9% | +3.6% |
| 6M | +18.4% | +12.3% | +6.1% | +10.0% |
| YTD | -5.6% | +9.5% | -15.0% | -11.8% |
| 1Y | +3.9% | +15.8% | -12.0% | -6.1% |
| 3Y | +126.3% | +157.0% | -30.7% | +26.0% |
| 5Y | +91.1% | +148.8% | -57.7% | +6.2% |
| 10Y | +118.5% | +264.0% | -145.5% | -4.4% |
| All | +8,296.9% | +10,413.0% | -2,116.1% | +884.4% |
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