+217.3%
RRX vs UUUU
+465.5%
-248.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.0% | +8.7% | +4.4% |
| 7D | -0.3% | -10.5% | +10.2% | +1.3% |
| 30D | -6.1% | -10.5% | +4.4% | -4.8% |
| 3M | -23.1% | -14.1% | -8.9% | -21.6% |
| 6M | -19.5% | -35.5% | +15.9% | -15.2% |
| YTD | +16.1% | -10.9% | +27.0% | +14.3% |
| 1Y | +12.9% | +3.4% | +9.6% | +6.1% |
| 3Y | +7.9% | +73.1% | -65.2% | -11.9% |
| 5Y | +19.1% | +87.1% | -68.0% | -9.0% |
| All | +217.3% | +465.5% | -248.2% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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