-9.3%
TEAM vs RRC
+51.7%
-61.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -17.2% | -10.3% | -6.9% | -15.6% |
| 30D | -25.1% | +19.5% | -44.6% | -27.5% |
| 3M | +3.9% | +27.9% | -24.0% | -1.0% |
| 6M | +69.1% | +21.2% | +47.9% | +62.5% |
| YTD | -4.5% | +39.6% | -44.0% | -12.4% |
| 1Y | -1.9% | +31.3% | -33.1% | -8.8% |
| 3Y | -9.3% | +51.9% | -61.3% | -19.9% |
| All | -9.3% | +51.7% | -61.0% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling