+55.2%
EWT vs RRC
+44.7%
+10.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -1.6% |
| 7D | -10.9% | -6.8% | -4.1% | -11.6% |
| 30D | -17.7% | +34.7% | -52.5% | -13.6% |
| 3M | -5.0% | +31.5% | -36.5% | -0.5% |
| 6M | +7.4% | +21.8% | -14.4% | +12.7% |
| YTD | +52.8% | +48.9% | +4.0% | +59.7% |
| 1Y | +55.2% | +42.1% | +13.1% | +62.2% |
| All | +55.2% | +44.7% | +10.5% | +62.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling