+443.6%
TEAM vs RRC
+73.1%
+370.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -2.4% | +6.4% | -8.8% | -3.0% |
| 30D | -26.7% | +23.9% | -50.6% | -28.2% |
| 3M | -9.6% | +30.2% | -39.8% | -11.9% |
| 6M | +86.0% | +26.3% | +59.8% | +81.7% |
| YTD | -7.5% | +48.1% | -55.6% | -11.2% |
| 1Y | -1.4% | +37.7% | -39.0% | -4.8% |
| 3Y | -14.3% | +60.3% | -74.6% | -18.8% |
| 5Y | -66.3% | +135.3% | -201.6% | -69.1% |
| All | +443.6% | +73.1% | +370.6% | +398.9% |
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