+78.5%
TGT vs RRC
+24.3%
+54.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.1% |
| 7D | -5.0% | -1.2% | -3.9% | -5.0% |
| 30D | +3.0% | +3.0% | +0.1% | +3.0% |
| 3M | +22.6% | +7.3% | +15.3% | +22.6% |
| 6M | +31.2% | +3.6% | +27.6% | +31.4% |
| YTD | +63.7% | +19.4% | +44.3% | +62.6% |
| 1Y | +78.5% | +21.4% | +57.1% | +78.4% |
| All | +78.5% | +24.3% | +54.2% | +78.4% |
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