+191.1%
TRI vs RRC
+4.9%
+186.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.8% |
| 7D | -7.9% | -1.8% | -6.1% | -7.8% |
| 30D | -4.5% | +2.7% | -7.2% | -4.6% |
| 3M | +22.1% | +8.8% | +13.3% | +21.7% |
| 6M | -2.8% | -1.2% | -1.6% | -2.8% |
| YTD | -23.4% | +17.6% | -41.0% | -24.0% |
| 1Y | -41.5% | +18.4% | -60.0% | -42.0% |
| 3Y | -19.2% | +33.1% | -52.3% | -20.5% |
| 5Y | -9.4% | +148.2% | -157.6% | -13.1% |
| All | +191.1% | +4.9% | +186.2% | +172.3% |
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