+83.0%
MMM vs RRC
+63.1%
+20.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +5.8% | -10.3% | +16.1% | +6.8% |
| 30D | +17.9% | +19.5% | -1.5% | +15.5% |
| 3M | +3.6% | +27.9% | -24.3% | +0.7% |
| 6M | +32.9% | +21.2% | +11.7% | +29.8% |
| YTD | +19.5% | +39.6% | -20.1% | +14.6% |
| 1Y | +16.5% | +31.3% | -14.7% | +12.4% |
| 3Y | +167.2% | +51.9% | +115.2% | +151.9% |
| 5Y | +48.2% | +110.2% | -61.9% | +32.3% |
| 10Y | +83.0% | +56.7% | +26.4% | +33.0% |
| All | +83.0% | +63.1% | +20.0% | +33.0% |
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