+217.3%
RRX vs TRU
+147.2%
+70.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.2% |
| 7D | -0.3% | -2.7% | +2.4% | +0.9% |
| 30D | -6.1% | -2.0% | -4.1% | -5.7% |
| 3M | -23.1% | +18.4% | -41.5% | -30.5% |
| 6M | -19.5% | +8.9% | -28.4% | -25.1% |
| YTD | +16.1% | -8.9% | +25.0% | +16.1% |
| 1Y | +12.9% | -15.9% | +28.8% | +16.8% |
| 3Y | +7.9% | -1.1% | +9.0% | +0.1% |
| 5Y | +19.1% | -35.2% | +54.3% | +33.7% |
| All | +217.3% | +147.2% | +70.2% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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