+309.8%
BE vs RRX
+15.2%
+294.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.7% | +3.0% | +3.9% |
| 7D | +9.0% | -0.3% | +9.4% | +9.5% |
| 30D | +16.3% | -6.1% | +22.4% | +22.0% |
| 3M | +10.8% | -23.1% | +33.8% | +34.0% |
| 6M | +73.2% | -19.5% | +92.7% | +102.2% |
| YTD | +217.4% | +16.1% | +201.3% | +184.7% |
| 1Y | +309.8% | +12.9% | +296.9% | +272.5% |
| All | +309.8% | +15.2% | +294.6% | +272.5% |
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