+252.1%
INTC vs RRX
+228.4%
+23.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +0.9% |
| 7D | +7.5% | -0.3% | +7.8% | +7.6% |
| 30D | +2.0% | -6.1% | +8.1% | +5.1% |
| 3M | -12.0% | -23.1% | +11.1% | -0.6% |
| 6M | +114.5% | -19.5% | +134.1% | +136.8% |
| YTD | +179.0% | +16.1% | +162.9% | +158.8% |
| 1Y | +318.3% | +12.9% | +305.4% | +290.3% |
| 3Y | +171.2% | +7.9% | +163.3% | +147.5% |
| 5Y | +107.6% | +19.1% | +88.5% | +75.0% |
| All | +252.1% | +228.4% | +23.7% | +76.7% |
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