+9,974.9%
IRM vs RRX
+1,404.4%
+8,570.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +1.6% | +4.3% | -2.7% | +0.4% |
| 30D | -4.2% | -8.0% | +3.8% | -1.8% |
| 3M | -5.4% | -22.0% | +16.6% | +0.6% |
| 6M | +12.0% | -11.9% | +23.9% | +13.9% |
| YTD | +42.0% | +17.1% | +24.9% | +31.6% |
| 1Y | +29.9% | +14.9% | +15.0% | +20.3% |
| 3Y | +104.4% | +6.9% | +97.5% | +85.0% |
| 5Y | +191.0% | +19.6% | +171.5% | +149.4% |
| 10Y | +417.1% | +215.9% | +201.2% | +215.8% |
| All | +9,974.9% | +1,404.4% | +8,570.5% | +4,014.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling