+360.5%
BE vs RRX
+14.9%
+345.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.2% |
| 7D | +20.0% | +3.4% | +16.5% | +17.0% |
| 30D | +7.9% | -11.1% | +19.0% | +17.8% |
| 3M | -13.2% | -23.7% | +10.5% | +5.7% |
| 6M | +53.5% | -22.0% | +75.4% | +81.7% |
| YTD | +191.0% | +16.5% | +174.5% | +160.5% |
| 1Y | +360.5% | +11.5% | +349.0% | +324.0% |
| All | +360.5% | +14.9% | +345.6% | +324.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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