+655.3%
P vs RRC
+72.2%
+583.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.2% |
| 7D | -4.7% | -0.5% | -4.3% | -4.6% |
| 30D | -31.4% | +25.2% | -56.6% | -33.7% |
| 3M | -2.6% | +27.8% | -30.5% | -6.2% |
| 6M | +21.9% | +27.2% | -5.3% | +17.3% |
| YTD | +58.9% | +48.2% | +10.8% | +49.3% |
| 1Y | +21.7% | +34.7% | -13.0% | +15.5% |
| 3Y | +193.3% | +62.2% | +131.1% | +170.2% |
| 5Y | +275.1% | +130.9% | +144.2% | +220.6% |
| 10Y | +655.3% | +73.4% | +581.9% | +456.9% |
| All | +655.3% | +72.2% | +583.1% | +456.9% |
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