-79.9%
SPXU vs RRX
+5.4%
-85.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.1% | -0.4% |
| 7D | +2.5% | -0.3% | +2.8% | +2.4% |
| 30D | +4.2% | -6.1% | +10.3% | +1.0% |
| 3M | -9.3% | -23.1% | +13.8% | -19.1% |
| 6M | -30.7% | -19.5% | -11.2% | -34.1% |
| YTD | -28.1% | +16.1% | -44.2% | -13.6% |
| 1Y | -35.2% | +12.9% | -48.2% | -22.0% |
| 3Y | -79.9% | +7.9% | -87.9% | -74.4% |
| All | -79.9% | +5.4% | -85.3% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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