+40.0%
BNY vs RRX
-18.2%
+58.2%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.6% | -0.4% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | -0.2% | -6.1% | +6.0% | +0.5% |
| 3M | +14.9% | -23.1% | +38.0% | +17.3% |
| 6M | +40.0% | -19.5% | +59.5% | +41.3% |
| All | +40.0% | -18.2% | +58.2% | +41.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling