+18.4%
U vs RRC
+44.7%
-26.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.5% | +8.4% | +4.2% |
| 7D | +7.5% | -6.8% | +14.3% | +6.1% |
| 30D | -7.0% | +34.7% | -41.8% | -0.5% |
| 3M | +20.6% | +31.5% | -11.0% | +28.3% |
| 6M | +53.2% | +21.8% | +31.4% | +58.9% |
| YTD | -3.9% | +48.9% | -52.7% | +8.1% |
| 1Y | +18.4% | +42.1% | -23.7% | +30.3% |
| All | +18.4% | +44.7% | -26.3% | +30.3% |
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 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