+275.4%
RMD vs RRC
+4.5%
+270.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -4.7% | -1.7% | -3.0% | -4.6% |
| 30D | +0.2% | +3.6% | -3.4% | 0.0% |
| 3M | +12.0% | +8.8% | +3.2% | +11.2% |
| 6M | -12.5% | +0.8% | -13.3% | -12.7% |
| YTD | -7.9% | +19.0% | -26.9% | -9.3% |
| 1Y | -20.4% | +22.9% | -43.3% | -21.9% |
| 3Y | +53.1% | +32.3% | +20.8% | +48.3% |
| 5Y | -22.1% | +151.6% | -173.7% | -28.9% |
| 10Y | +275.4% | +5.5% | +269.9% | +223.1% |
| All | +275.4% | +4.5% | +270.9% | +223.1% |
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