+494.4%
TEAM vs RRX
+228.4%
+266.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.9% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +15.8% | -6.1% | +21.9% | +17.4% |
| 3M | +101.5% | -23.1% | +124.5% | +110.4% |
| 6M | +138.2% | -19.5% | +157.7% | +138.8% |
| YTD | +10.8% | +16.1% | -5.2% | -5.3% |
| 1Y | +1.7% | +12.9% | -11.2% | -13.0% |
| 3Y | -16.0% | +7.9% | -24.0% | -29.9% |
| 5Y | -52.7% | +19.1% | -71.8% | -62.0% |
| All | +494.4% | +228.4% | +266.0% | +246.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling