+47.1%
EQT vs RRX
+228.4%
-181.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.7% |
| 7D | -2.0% | -0.3% | -1.6% | -1.9% |
| 30D | 0.0% | -6.1% | +6.2% | +1.7% |
| 3M | +5.9% | -23.1% | +29.0% | +12.8% |
| 6M | -14.8% | -19.5% | +4.7% | -12.1% |
| YTD | +1.8% | +16.1% | -14.3% | -8.6% |
| 1Y | +7.4% | +12.9% | -5.6% | -3.6% |
| 3Y | +33.6% | +7.9% | +25.7% | +14.8% |
| 5Y | +199.3% | +19.1% | +180.2% | +137.8% |
| All | +47.1% | +228.4% | -181.3% | -34.0% |
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