+65.6%
RRX vs WU
-23.0%
+88.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.6% | -2.6% |
| 7D | +4.3% | -2.0% | +6.4% | +4.8% |
| 30D | +12.3% | +11.4% | +0.9% | +8.5% |
| 3M | +3.7% | -6.8% | +10.5% | +5.3% |
| 6M | -13.9% | -14.6% | +0.7% | -11.3% |
| YTD | +26.5% | -20.6% | +47.1% | +34.0% |
| 1Y | +29.3% | -15.4% | +44.7% | +33.0% |
| 3Y | +65.6% | -23.6% | +89.2% | +76.3% |
| All | +65.6% | -23.0% | +88.6% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling