+8.2%
BR vs RRC
+154.4%
-146.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -5.0% | -1.7% | -3.3% | -4.8% |
| 30D | -2.5% | +3.6% | -6.1% | -2.9% |
| 3M | +13.5% | +8.8% | +4.6% | +12.3% |
| 6M | -9.4% | +0.8% | -10.2% | -9.8% |
| YTD | -23.3% | +19.0% | -42.2% | -25.2% |
| 1Y | -31.6% | +22.9% | -54.5% | -33.7% |
| 3Y | -5.1% | +32.3% | -37.4% | -10.0% |
| 5Y | +8.2% | +151.6% | -143.4% | -2.8% |
| All | +8.2% | +154.4% | -146.2% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling