+190.8%
EQT vs RRX
+17.8%
+173.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.4% |
| 7D | -2.0% | -0.3% | -1.6% | -2.0% |
| 30D | 0.0% | -6.1% | +6.2% | +1.3% |
| 3M | +5.9% | -23.1% | +29.0% | +10.9% |
| 6M | -14.8% | -19.5% | +4.7% | -12.8% |
| YTD | +1.8% | +16.1% | -14.3% | -6.7% |
| 1Y | +7.4% | +12.9% | -5.6% | -1.5% |
| 3Y | +33.6% | +7.9% | +25.7% | +20.1% |
| All | +190.8% | +17.8% | +173.0% | +131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling