+91.2%
EWZ vs RRX
+216.7%
-125.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.9% |
| 7D | +1.1% | -3.7% | +4.9% | +2.4% |
| 30D | +13.5% | -9.3% | +22.8% | +17.2% |
| 3M | +15.2% | -21.8% | +37.0% | +23.1% |
| 6M | +3.7% | -22.0% | +25.7% | +9.7% |
| YTD | +22.5% | +11.9% | +10.6% | +12.6% |
| 1Y | +35.3% | +11.6% | +23.6% | +23.3% |
| 3Y | +50.2% | +2.2% | +48.0% | +31.9% |
| 5Y | +64.6% | +14.9% | +49.7% | +27.0% |
| All | +91.2% | +216.7% | -125.5% | -22.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling