+708.6%
TLN vs RRX
+36.2%
+672.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.9% |
| 7D | +11.0% | +4.3% | +6.7% | +9.4% |
| 30D | +4.9% | +12.3% | -7.4% | +0.7% |
| 3M | +4.9% | +3.7% | +1.3% | +3.8% |
| 6M | +7.1% | -13.9% | +21.0% | +11.9% |
| YTD | +0.3% | +26.5% | -26.1% | -7.8% |
| 1Y | +5.9% | +29.3% | -23.4% | -3.6% |
| 3Y | +578.5% | +65.6% | +512.9% | +494.1% |
| All | +708.6% | +36.2% | +672.4% | +637.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling