+88.6%
TGT vs RRC
+44.7%
+43.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.5% | +9.2% | +5.3% |
| 7D | +9.5% | -6.8% | +16.3% | +8.9% |
| 30D | +6.6% | +34.7% | -28.1% | +8.5% |
| 3M | +11.0% | +31.5% | -20.5% | +12.9% |
| 6M | +29.9% | +21.8% | +8.1% | +31.5% |
| YTD | +71.4% | +48.9% | +22.6% | +78.1% |
| 1Y | +88.6% | +42.1% | +46.5% | +94.8% |
| All | +88.6% | +44.7% | +43.9% | +94.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling