+69.9%
NI vs RRC
+31.5%
+38.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +2.3% | -1.2% | +3.5% | +2.5% |
| 30D | -1.7% | +9.4% | -11.1% | -3.0% |
| 3M | -8.0% | +7.4% | -15.4% | -9.1% |
| 6M | -8.6% | +1.5% | -10.1% | -9.1% |
| YTD | +2.3% | +19.4% | -17.1% | -0.9% |
| 1Y | +6.9% | +24.2% | -17.3% | +2.6% |
| All | +69.9% | +31.5% | +38.4% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling