+27.4%
WMT vs RTX
+14.1%
+13.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +3.8% |
| 7D | +8.8% | +1.3% | +7.4% | +8.5% |
| 30D | +22.9% | +7.6% | +15.3% | +21.5% |
| 3M | +16.1% | -8.6% | +24.7% | +17.3% |
| 6M | -0.5% | +15.6% | -16.1% | -1.8% |
| YTD | +16.7% | +9.4% | +7.3% | +16.8% |
| 1Y | +27.4% | +14.7% | +12.7% | +28.2% |
| All | +27.4% | +14.1% | +13.3% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling