+24.7%
RCL vs TRU
-1.2%
+25.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.6% |
| 7D | -0.2% | -2.2% | +2.0% | +0.4% |
| 30D | +14.4% | +20.2% | -5.8% | +7.8% |
| 3M | +5.2% | +2.2% | +2.9% | +4.3% |
| 6M | +26.1% | +17.6% | +8.6% | +17.2% |
| YTD | +17.4% | -5.0% | +22.3% | +18.2% |
| 1Y | +24.7% | -1.0% | +25.6% | +19.8% |
| All | +24.7% | -1.2% | +25.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling