+281.9%
EMR vs RRC
+4.9%
+277.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +3.1% | -1.2% | +4.3% | +3.3% |
| 30D | -3.5% | +9.4% | -13.0% | -5.0% |
| 3M | +9.8% | +7.4% | +2.4% | +8.2% |
| 6M | +10.8% | +1.5% | +9.3% | +9.8% |
| YTD | +15.9% | +19.4% | -3.5% | +11.6% |
| 1Y | +16.4% | +24.2% | -7.8% | +11.0% |
| 3Y | +62.1% | +32.8% | +29.3% | +51.2% |
| 5Y | +62.9% | +152.9% | -90.0% | +32.0% |
| All | +281.9% | +4.9% | +277.0% | +176.4% |
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 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