+42.0%
RRC vs BUD
+49.3%
-7.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.5% | -2.9% |
| 7D | -10.8% | +4.5% | -15.3% | -11.0% |
| 30D | +22.3% | +12.5% | +9.8% | +21.3% |
| 3M | +26.6% | 0.0% | +26.6% | +26.3% |
| 6M | +18.9% | +3.8% | +15.1% | +18.4% |
| YTD | +39.2% | +33.1% | +6.1% | +35.9% |
| 1Y | +34.0% | +35.5% | -1.6% | +30.6% |
| 3Y | +42.0% | +49.4% | -7.4% | +27.2% |
| All | +42.0% | +49.3% | -7.3% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling