-50.3%
TEAM vs RRC
+156.2%
-206.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.4% |
| 7D | -0.4% | +1.3% | -1.7% | -0.7% |
| 30D | +67.3% | +10.1% | +57.2% | +63.8% |
| 3M | +86.8% | +4.0% | +82.8% | +84.7% |
| 6M | +146.8% | +1.6% | +145.2% | +144.3% |
| YTD | +16.9% | +19.7% | -2.8% | +11.0% |
| 1Y | +12.8% | +21.4% | -8.6% | +6.0% |
| 3Y | -7.3% | +29.7% | -36.9% | -15.4% |
| All | -50.3% | +156.2% | -206.6% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling