+3,033.3%
EQT vs RRX
+3,748.6%
-715.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.1% |
| 7D | -1.2% | -3.7% | +2.6% | -0.1% |
| 30D | +1.1% | -9.3% | +10.4% | +3.7% |
| 3M | +4.8% | -21.8% | +26.6% | +10.6% |
| 6M | -10.6% | -22.0% | +11.4% | -7.0% |
| YTD | +3.4% | +11.9% | -8.5% | -4.1% |
| 1Y | +8.7% | +11.6% | -2.9% | +0.1% |
| 3Y | +35.0% | +2.2% | +32.8% | +21.6% |
| 5Y | +204.2% | +14.9% | +189.4% | +160.7% |
| 10Y | +52.5% | +214.2% | -161.8% | -5.5% |
| All | +3,033.3% | +3,748.6% | -715.3% | +1,427.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling