+934.0%
BE vs RRC
+178.1%
+755.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | +9.7% | -1.2% | +10.9% | +10.1% |
| 30D | +22.4% | +3.0% | +19.4% | +21.1% |
| 3M | +10.4% | +7.3% | +3.1% | +6.9% |
| 6M | +67.9% | +3.6% | +64.3% | +63.4% |
| YTD | +197.5% | +19.4% | +178.1% | +175.1% |
| 1Y | +310.6% | +21.4% | +289.1% | +275.2% |
| 3Y | +1,657.2% | +32.8% | +1,624.5% | +1,466.0% |
| 5Y | +1,218.2% | +152.0% | +1,066.2% | +829.3% |
| All | +934.0% | +178.1% | +755.9% | +440.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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