+206.0%
RRX vs BUD
-22.8%
+228.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -3.7% | -3.2% | -0.5% | -2.4% |
| 30D | -9.3% | -3.7% | -5.6% | -7.9% |
| 3M | -21.8% | -4.4% | -17.3% | -20.8% |
| 6M | -22.0% | +7.7% | -29.7% | -24.9% |
| YTD | +11.9% | +23.1% | -11.1% | +1.9% |
| 1Y | +11.6% | +33.6% | -22.0% | -2.1% |
| 3Y | +2.2% | +44.7% | -42.5% | -15.7% |
| 5Y | +14.9% | +44.9% | -30.1% | -7.2% |
| All | +206.0% | -22.8% | +228.9% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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