+15.1%
TEAM vs RRX
+30.0%
-14.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -1.9% |
| 7D | -13.7% | +7.6% | -21.4% | -11.4% |
| 30D | -3.4% | +7.5% | -11.0% | -0.8% |
| 3M | +72.1% | -21.0% | +93.2% | +59.0% |
| 6M | +103.8% | -18.1% | +121.9% | +95.6% |
| YTD | +17.1% | +24.3% | -7.2% | +18.4% |
| 1Y | +15.1% | +29.3% | -14.2% | +15.1% |
| All | +15.1% | +30.0% | -14.9% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling