+274.2%
RCL vs RVTY
+78.0%
+196.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.5% | +0.3% |
| 7D | +6.5% | -1.2% | +7.7% | +6.6% |
| 30D | +15.9% | +1.0% | +14.9% | +14.9% |
| 3M | +2.7% | +35.8% | -33.2% | -10.1% |
| 6M | +15.2% | +56.7% | -41.5% | -5.7% |
| YTD | +19.2% | +60.7% | -41.5% | -4.8% |
| 1Y | +31.6% | +73.7% | -42.1% | +1.7% |
| 3Y | +274.2% | +82.8% | +191.4% | +190.9% |
| All | +274.2% | +78.0% | +196.2% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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