+217.3%
RRX vs WU
-39.1%
+256.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.4% |
| 7D | -0.3% | -3.5% | +3.1% | +1.2% |
| 30D | -6.1% | -2.9% | -3.2% | -5.1% |
| 3M | -23.1% | -2.3% | -20.8% | -24.4% |
| 6M | -19.5% | -25.4% | +5.8% | -10.1% |
| YTD | +16.1% | -21.2% | +37.3% | +26.0% |
| 1Y | +12.9% | -8.9% | +21.8% | +12.6% |
| 3Y | +7.9% | -29.0% | +36.9% | +19.2% |
| 5Y | +19.1% | -50.7% | +69.8% | +55.8% |
| All | +217.3% | -39.1% | +256.4% | +255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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