+217.3%
RRX vs MDY
+177.2%
+40.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.7% |
| 7D | -0.3% | -1.9% | +1.5% | +2.1% |
| 30D | -6.1% | -4.6% | -1.5% | -0.2% |
| 3M | -23.1% | -1.2% | -21.8% | -21.2% |
| 6M | -19.5% | +9.2% | -28.7% | -26.1% |
| YTD | +16.1% | +13.1% | +3.0% | +2.7% |
| 1Y | +12.9% | +13.0% | -0.1% | +0.6% |
| 3Y | +7.9% | +49.2% | -41.3% | -27.5% |
| 5Y | +19.1% | +47.2% | -28.1% | -18.0% |
| All | +217.3% | +177.2% | +40.1% | +3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling