+1,611.9%
BE vs RRX
+1.6%
+1,610.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -2.8% |
| 7D | +9.7% | -3.7% | +13.5% | +12.4% |
| 30D | +22.4% | -9.3% | +31.7% | +29.9% |
| 3M | +10.4% | -21.8% | +32.1% | +28.6% |
| 6M | +67.9% | -22.0% | +89.9% | +95.6% |
| YTD | +197.5% | +11.9% | +185.5% | +182.8% |
| 1Y | +310.6% | +11.6% | +299.0% | +292.1% |
| All | +1,611.9% | +1.6% | +1,610.2% | +1,641.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling