+31.9%
RRX vs TMF
-29.9%
+61.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.1% |
| 7D | +12.6% | -8.2% | +20.8% | +14.9% |
| 30D | +10.6% | +5.3% | +5.2% | +7.2% |
| 3M | +4.6% | -8.5% | +13.1% | +7.6% |
| 6M | -13.6% | -17.2% | +3.6% | -7.0% |
| YTD | +29.4% | -23.4% | +52.8% | +43.7% |
| 1Y | +31.9% | -30.2% | +62.2% | +48.4% |
| All | +31.9% | -29.9% | +61.8% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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