+469.3%
NDAQ vs RRC
+63.1%
+406.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | -0.1% | -10.3% | +10.2% | +0.8% |
| 30D | +15.9% | +19.5% | -3.6% | +14.0% |
| 3M | +15.1% | +27.9% | -12.8% | +12.5% |
| 6M | +22.9% | +21.2% | +1.7% | +20.6% |
| YTD | +12.8% | +39.6% | -26.7% | +9.2% |
| 1Y | +26.0% | +31.3% | -5.3% | +22.4% |
| 3Y | +119.7% | +51.9% | +67.8% | +109.6% |
| 5Y | +65.4% | +110.2% | -44.8% | +51.8% |
| 10Y | +469.3% | +56.7% | +412.6% | +360.4% |
| All | +469.3% | +63.1% | +406.2% | +360.4% |
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