+372.7%
ETR vs RRC
+73.1%
+299.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +1.2% | +6.4% | -5.2% | +0.8% |
| 30D | +7.0% | +23.9% | -16.9% | +5.6% |
| 3M | +4.6% | +30.2% | -25.6% | +2.9% |
| 6M | +0.1% | +26.3% | -26.1% | -1.4% |
| YTD | +23.2% | +48.1% | -24.9% | +20.2% |
| 1Y | +20.6% | +37.7% | -17.1% | +18.1% |
| 3Y | +156.3% | +60.3% | +96.0% | +147.9% |
| 5Y | +159.6% | +135.3% | +24.4% | +145.1% |
| All | +372.7% | +73.1% | +299.7% | +300.0% |
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