+25.1%
BROS vs RVTY
-29.8%
+54.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.5% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -13.5% | +10.8% | -24.3% | -17.3% |
| 3M | -18.4% | +26.8% | -45.2% | -26.9% |
| 6M | -10.6% | +39.3% | -49.9% | -23.6% |
| YTD | -25.1% | +31.6% | -56.7% | -34.8% |
| 1Y | -28.6% | +47.7% | -76.3% | -41.2% |
| 3Y | +65.6% | +19.9% | +45.6% | +40.1% |
| All | +25.1% | -29.8% | +54.9% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling