-14.4%
RUN vs RJF
+420.5%
-434.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.3% |
| 7D | +10.2% | +1.8% | +8.4% | +9.0% |
| 30D | -9.6% | 0.0% | -9.6% | -9.8% |
| 3M | -31.5% | +18.0% | -49.5% | -38.6% |
| 6M | -18.7% | +17.0% | -35.7% | -27.3% |
| YTD | -49.9% | +11.1% | -61.0% | -53.2% |
| 1Y | -45.5% | +8.0% | -53.5% | -48.3% |
| 3Y | -34.1% | +73.3% | -107.4% | -55.5% |
| 5Y | -79.4% | +107.4% | -186.9% | -87.5% |
| 10Y | +48.9% | +428.5% | -379.5% | -46.5% |
| All | -14.4% | +420.5% | -434.9% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling