+3.9%
RRC vs BUD
-23.5%
+27.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -1.2% | +0.8% | -2.0% | -1.5% |
| 30D | +9.4% | -4.8% | +14.2% | +11.4% |
| 3M | +7.4% | +1.4% | +6.0% | +6.6% |
| 6M | +1.5% | +9.9% | -8.4% | -3.1% |
| YTD | +19.4% | +26.3% | -7.0% | +7.5% |
| 1Y | +24.2% | +36.1% | -11.9% | +8.2% |
| 3Y | +32.8% | +48.6% | -15.8% | +8.0% |
| 5Y | +152.9% | +45.0% | +107.9% | +103.6% |
| 10Y | +3.9% | -23.1% | +27.0% | -0.5% |
| All | +3.9% | -23.5% | +27.4% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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