+1,344.7%
EME vs RRC
+4.9%
+1,339.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +4.5% |
| 7D | +3.5% | -1.8% | +5.3% | +3.8% |
| 30D | -6.3% | +2.7% | -9.0% | -6.7% |
| 3M | -3.8% | +8.8% | -12.6% | -5.3% |
| 6M | +8.5% | -1.2% | +9.7% | +8.1% |
| YTD | +27.8% | +17.6% | +10.2% | +23.8% |
| 1Y | +22.2% | +18.4% | +3.8% | +18.0% |
| 3Y | +253.5% | +33.1% | +220.4% | +234.5% |
| 5Y | +578.6% | +148.2% | +430.5% | +474.1% |
| All | +1,344.7% | +4.9% | +1,339.8% | +1,152.6% |
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 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