+358.3%
DELL vs RRX
+15.2%
+343.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.3% | +10.3% |
| 7D | +8.2% | -0.3% | +8.6% | +8.5% |
| 30D | +17.1% | -6.1% | +23.2% | +20.5% |
| 3M | +45.2% | -23.1% | +68.2% | +60.1% |
| 6M | +286.8% | -19.5% | +306.3% | +316.9% |
| YTD | +354.8% | +16.1% | +338.7% | +327.0% |
| 1Y | +358.3% | +12.9% | +345.3% | +331.5% |
| All | +358.3% | +15.2% | +343.1% | +331.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling