+307.1%
TPR vs RRX
+216.7%
+90.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +3.0% |
| 7D | -5.1% | -3.7% | -1.4% | -3.0% |
| 30D | -27.6% | -9.3% | -18.3% | -23.4% |
| 3M | -17.5% | -21.8% | +4.3% | -8.3% |
| 6M | -21.3% | -22.0% | +0.7% | -13.8% |
| YTD | -8.5% | +11.9% | -20.4% | -20.6% |
| 1Y | +11.5% | +11.6% | -0.2% | -4.3% |
| 3Y | +288.0% | +2.2% | +285.8% | +219.0% |
| 5Y | +225.2% | +14.9% | +210.3% | +132.9% |
| All | +307.1% | +216.7% | +90.3% | +43.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling