+87.7%
EEM vs RRC
+31.0%
+56.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | +2.0% | -1.7% | +3.7% | +2.1% |
| 30D | +5.1% | +3.6% | +1.5% | +4.7% |
| 3M | +4.6% | +8.8% | -4.3% | +3.6% |
| 6M | +17.8% | +0.8% | +17.0% | +17.3% |
| YTD | +25.8% | +19.0% | +6.9% | +22.2% |
| 1Y | +36.4% | +22.9% | +13.5% | +31.4% |
| All | +87.7% | +31.0% | +56.6% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling