+917.7%
TT vs RRX
+228.4%
+689.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | -0.9% |
| 7D | -1.2% | -0.3% | -0.9% | -1.1% |
| 30D | -7.3% | -6.1% | -1.2% | -5.0% |
| 3M | -3.6% | -23.1% | +19.4% | +5.7% |
| 6M | +2.8% | -19.5% | +22.3% | +9.3% |
| YTD | +14.5% | +16.1% | -1.6% | +2.9% |
| 1Y | +7.4% | +12.9% | -5.5% | -3.3% |
| 3Y | +116.2% | +7.9% | +108.3% | +84.9% |
| 5Y | +147.4% | +19.1% | +128.3% | +92.6% |
| All | +917.7% | +228.4% | +689.3% | +336.2% |
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