+502.9%
TEAM vs RRC
+4.5%
+498.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -4.7% | -1.7% | -2.9% | -4.5% |
| 30D | +17.0% | +3.6% | +13.4% | +16.7% |
| 3M | +85.9% | +8.8% | +77.1% | +84.2% |
| 6M | +116.7% | +0.8% | +115.9% | +115.9% |
| YTD | +9.6% | +19.0% | -9.3% | +7.5% |
| 1Y | -2.5% | +22.9% | -25.4% | -5.0% |
| 3Y | -14.0% | +32.3% | -46.3% | -16.9% |
| 5Y | -53.1% | +151.6% | -204.7% | -56.5% |
| 10Y | +502.9% | +5.5% | +497.4% | +491.7% |
| All | +502.9% | +4.5% | +498.4% | +491.7% |
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