+47.3%
BDX vs RRC
+36.3%
+11.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.1% |
| 7D | +2.9% | +6.4% | -3.5% | +3.0% |
| 30D | +15.4% | +23.9% | -8.4% | +14.5% |
| 3M | +20.5% | +30.2% | -9.7% | +19.3% |
| 6M | +53.2% | +26.3% | +26.9% | +51.3% |
| YTD | +45.7% | +48.1% | -2.4% | +42.2% |
| 1Y | +47.3% | +37.7% | +9.6% | +45.4% |
| All | +47.3% | +36.3% | +11.0% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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