+87.1%
PR vs RRX
+214.6%
-127.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | -0.6% | +4.3% | -4.9% | -2.5% |
| 30D | +17.4% | -8.0% | +25.4% | +21.6% |
| 3M | +21.8% | -22.0% | +43.8% | +32.2% |
| 6M | +27.6% | -11.9% | +39.5% | +25.9% |
| YTD | +71.4% | +17.1% | +54.3% | +42.4% |
| 1Y | +78.3% | +14.9% | +63.4% | +47.3% |
| 3Y | +85.5% | +6.9% | +78.6% | +48.0% |
| 5Y | +422.7% | +19.6% | +403.1% | +275.5% |
| 10Y | +87.1% | +215.9% | -128.8% | +2.7% |
| All | +87.1% | +214.6% | -127.4% | +2.7% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling