+248.1%
HD vs RRC
+71.8%
+176.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -0.5% | +2.5% | -3.0% | -0.7% |
| 30D | +18.5% | +21.1% | -2.7% | +16.6% |
| 3M | +2.2% | +28.4% | -26.2% | +0.1% |
| 6M | +13.8% | +26.5% | -12.6% | +11.5% |
| YTD | +3.4% | +47.0% | -43.6% | -0.1% |
| 1Y | -3.5% | +35.2% | -38.7% | -6.2% |
| 3Y | +29.0% | +61.0% | -32.0% | +22.6% |
| 5Y | +6.1% | +133.6% | -127.5% | -3.5% |
| All | +248.1% | +71.8% | +176.3% | +170.9% |
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