+2,271.9%
D vs RJF
+49,848.3%
-47,576.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.2% |
| 7D | +1.5% | -0.6% | +2.1% | +1.5% |
| 30D | -2.6% | -1.3% | -1.3% | -2.4% |
| 3M | 0.0% | +18.9% | -18.9% | -2.7% |
| 6M | +7.4% | +15.0% | -7.7% | +4.8% |
| YTD | +15.9% | +12.2% | +3.7% | +13.4% |
| 1Y | +18.1% | +5.6% | +12.5% | +16.5% |
| 3Y | +58.4% | +74.9% | -16.5% | +43.6% |
| 5Y | +5.2% | +106.6% | -101.4% | -8.1% |
| 10Y | +35.9% | +433.1% | -397.2% | +0.8% |
| All | +2,271.9% | +49,848.3% | -47,576.4% | +1,071.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling