+911.5%
BE vs RRC
+178.9%
+732.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +7.6% |
| 7D | +20.0% | +1.3% | +18.7% | +19.5% |
| 30D | +7.9% | +10.1% | -2.2% | +4.5% |
| 3M | -13.2% | +4.0% | -17.2% | -15.1% |
| 6M | +53.5% | +1.6% | +51.9% | +50.4% |
| YTD | +191.0% | +19.7% | +171.3% | +168.9% |
| 1Y | +360.5% | +21.4% | +339.1% | +321.2% |
| 3Y | +1,568.0% | +29.7% | +1,538.3% | +1,396.5% |
| 5Y | +1,055.2% | +153.9% | +901.3% | +712.2% |
| All | +911.5% | +178.9% | +732.6% | +428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling