+29.7%
RCL vs TW
+19.9%
+9.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.3% |
| 7D | +0.6% | +2.8% | -2.2% | +0.7% |
| 30D | +19.4% | +18.1% | +1.4% | +19.9% |
| 3M | +9.8% | +25.2% | -15.5% | +10.5% |
| 6M | +28.6% | +19.1% | +9.5% | +30.1% |
| YTD | +22.2% | +21.9% | +0.2% | +24.2% |
| 1Y | +29.7% | +18.9% | +10.8% | +32.9% |
| All | +29.7% | +19.9% | +9.9% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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