+8,627.7%
WFC vs RTX
+10,530.0%
-1,902.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | +3.8% | -5.2% | +8.9% | +6.8% |
| 30D | +1.5% | -9.4% | +10.9% | +7.1% |
| 3M | +10.9% | +12.3% | -1.4% | +3.2% |
| 6M | +8.4% | -3.1% | +11.6% | +9.3% |
| YTD | -1.9% | +10.7% | -12.5% | -8.8% |
| 1Y | +12.3% | +28.4% | -16.1% | -4.6% |
| 3Y | +132.3% | +147.1% | -14.7% | +31.6% |
| 5Y | +130.1% | +167.2% | -37.2% | +22.9% |
| 10Y | +134.4% | +274.7% | -140.3% | +1.1% |
| All | +8,627.7% | +10,530.0% | -1,902.3% | +918.7% |
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