+8.2%
GD vs RRC
+44.7%
-36.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +1.0% | -2.5% |
| 7D | +3.0% | -6.8% | +9.7% | +3.1% |
| 30D | +10.5% | +34.7% | -24.2% | +10.0% |
| 3M | -5.0% | +31.5% | -36.5% | -5.4% |
| 6M | +5.5% | +21.8% | -16.3% | +5.1% |
| YTD | +10.3% | +48.9% | -38.5% | +9.3% |
| 1Y | +8.2% | +42.1% | -33.9% | +7.3% |
| All | +8.2% | +44.7% | -36.5% | +7.3% |
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