+14.9%
RRX vs TMF
-21.2%
+36.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +4.3% | +1.0% | +3.3% | +4.0% |
| 30D | -8.0% | -1.8% | -6.2% | -7.5% |
| 3M | -22.0% | -8.2% | -13.8% | -20.1% |
| 6M | -11.9% | -19.5% | +7.6% | -8.2% |
| YTD | +17.1% | -16.0% | +33.1% | +22.3% |
| 1Y | +14.9% | -22.5% | +37.4% | +18.7% |
| All | +14.9% | -21.2% | +36.0% | +18.7% |
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