+29.4%
RRC vs BUD
+214.6%
-185.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.5% | -2.3% |
| 7D | -10.8% | +4.5% | -15.3% | -12.6% |
| 30D | +22.3% | +12.5% | +9.8% | +15.7% |
| 3M | +26.6% | 0.0% | +26.6% | +25.9% |
| 6M | +18.9% | +3.8% | +15.1% | +15.9% |
| YTD | +39.2% | +33.1% | +6.1% | +20.2% |
| 1Y | +34.0% | +35.5% | -1.6% | +14.6% |
| 3Y | +42.0% | +49.4% | -7.4% | +12.5% |
| 5Y | +111.9% | +48.0% | +63.8% | +64.8% |
| 10Y | +62.8% | -8.6% | +71.4% | +49.2% |
| All | +29.4% | +214.6% | -185.2% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling