+52.4%
BEN vs RRX
+1.6%
+50.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.8% |
| 7D | +0.3% | -3.7% | +4.1% | +1.5% |
| 30D | +0.9% | -9.3% | +10.2% | +3.7% |
| 3M | +9.2% | -21.8% | +31.0% | +15.8% |
| 6M | +36.8% | -22.0% | +58.8% | +43.7% |
| YTD | +44.4% | +11.9% | +32.4% | +33.3% |
| 1Y | +45.8% | +11.6% | +34.2% | +33.7% |
| All | +52.4% | +1.6% | +50.7% | +40.7% |
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