+68.5%
TGT vs RRC
+58.8%
+9.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +2.6% | +2.5% | +0.1% | +2.4% |
| 30D | +6.6% | +21.1% | -14.5% | +4.3% |
| 3M | +5.2% | +28.4% | -23.2% | +2.2% |
| 6M | +35.3% | +26.5% | +8.9% | +31.5% |
| YTD | +70.3% | +47.0% | +23.3% | +61.3% |
| 1Y | +81.2% | +35.2% | +46.0% | +73.8% |
| All | +68.5% | +58.8% | +9.7% | +62.4% |
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 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