+170.3%
RRX vs TRU
+228.6%
-58.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.8% |
| 7D | +4.3% | -7.2% | +11.5% | +7.7% |
| 30D | -8.0% | -2.8% | -5.2% | -7.3% |
| 3M | -22.0% | +13.0% | -35.0% | -27.9% |
| 6M | -11.9% | +0.7% | -12.6% | -14.9% |
| YTD | +17.1% | -9.0% | +26.1% | +17.1% |
| 1Y | +14.9% | -16.3% | +31.2% | +18.9% |
| 3Y | +6.9% | -1.1% | +7.9% | -0.9% |
| 5Y | +19.6% | -36.0% | +55.6% | +33.8% |
| 10Y | +215.9% | +139.9% | +76.1% | +100.4% |
| All | +170.3% | +228.6% | -58.3% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling