+19.2%
U vs RRC
+28.5%
-9.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | 0.0% |
| 7D | +32.3% | -10.3% | +42.6% | +29.3% |
| 30D | +9.7% | +19.5% | -9.8% | +14.5% |
| 3M | +19.6% | +27.9% | -8.3% | +27.3% |
| 6M | +82.6% | +21.2% | +61.5% | +90.8% |
| YTD | +16.4% | +39.6% | -23.1% | +30.0% |
| All | +19.2% | +28.5% | -9.3% | +31.7% |
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