+355.6%
RMD vs RRC
+73.1%
+282.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.2% |
| 7D | +2.1% | +6.4% | -4.3% | +1.6% |
| 30D | +2.1% | +23.9% | -21.8% | +0.3% |
| 3M | +6.2% | +30.2% | -23.9% | +4.0% |
| 6M | +19.4% | +26.3% | -6.9% | +17.0% |
| YTD | +0.5% | +48.1% | -47.5% | -2.8% |
| 1Y | -3.9% | +37.7% | -41.6% | -6.6% |
| 3Y | +72.5% | +60.3% | +12.3% | +64.6% |
| 5Y | -1.5% | +135.3% | -136.8% | -9.9% |
| All | +355.6% | +73.1% | +282.5% | +281.6% |
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