+6.9%
RRX vs BUD
+48.7%
-41.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +4.3% | +0.8% | +3.5% | +4.0% |
| 30D | -8.0% | -4.8% | -3.2% | -6.6% |
| 3M | -22.0% | +1.4% | -23.4% | -22.9% |
| 6M | -11.9% | +9.9% | -21.8% | -15.4% |
| YTD | +17.1% | +26.3% | -9.2% | +8.5% |
| 1Y | +14.9% | +36.1% | -21.3% | +4.5% |
| 3Y | +6.9% | +48.6% | -41.7% | -6.3% |
| All | +6.9% | +48.7% | -41.8% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling