+29.3%
RRX vs MDY
+17.5%
+11.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -5.0% |
| 7D | +7.6% | +1.7% | +5.9% | +3.5% |
| 30D | +7.5% | +1.2% | +6.3% | +4.7% |
| 3M | -21.0% | -3.5% | -17.6% | -13.6% |
| 6M | -18.1% | +3.5% | -21.6% | -22.0% |
| YTD | +24.3% | +13.6% | +10.7% | +0.5% |
| 1Y | +29.3% | +17.1% | +12.3% | -0.5% |
| All | +29.3% | +17.5% | +11.8% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling