+81.0%
BSX vs RRX
+228.4%
-147.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.1% |
| 7D | -10.1% | -0.3% | -9.7% | -10.0% |
| 30D | -16.4% | -6.1% | -10.3% | -15.2% |
| 3M | -8.9% | -23.1% | +14.2% | -4.3% |
| 6M | -38.3% | -19.5% | -18.7% | -36.7% |
| YTD | -54.9% | +16.1% | -71.0% | -58.7% |
| 1Y | -58.8% | +12.9% | -71.7% | -62.3% |
| 3Y | -21.2% | +7.9% | -29.2% | -31.1% |
| 5Y | -3.3% | +19.1% | -22.4% | -21.9% |
| All | +81.0% | +228.4% | -147.4% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling