+1,744.2%
TER vs RRC
+7.9%
+1,736.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.2% |
| 7D | +11.0% | -1.2% | +12.2% | +11.1% |
| 30D | -1.9% | +9.4% | -11.3% | -3.4% |
| 3M | -0.7% | +7.4% | -8.1% | -2.2% |
| 6M | +36.4% | +1.5% | +34.9% | +35.0% |
| YTD | +92.4% | +19.4% | +73.1% | +85.4% |
| 1Y | +213.5% | +24.2% | +189.3% | +199.1% |
| 3Y | +277.2% | +32.8% | +244.5% | +254.6% |
| 5Y | +219.1% | +152.9% | +66.2% | +166.0% |
| 10Y | +1,744.2% | +3.9% | +1,740.4% | +1,301.3% |
| All | +1,744.2% | +7.9% | +1,736.3% | +1,301.3% |
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