+56.3%
RMD vs RRC
+34.3%
+22.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -5.0% | +1.3% | -6.3% | -5.1% |
| 30D | +2.2% | +10.1% | -7.9% | +1.6% |
| 3M | +17.8% | +4.0% | +13.8% | +17.4% |
| 6M | -11.3% | +1.6% | -12.9% | -11.6% |
| YTD | -4.4% | +19.7% | -24.1% | -5.9% |
| 1Y | -15.7% | +21.4% | -37.1% | -17.2% |
| All | +56.3% | +34.3% | +22.0% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling