+31.8%
USB vs RRC
+31.6%
+0.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.6% |
| 7D | 0.0% | -10.8% | +10.8% | -0.3% |
| 30D | +5.8% | +22.3% | -16.5% | +6.5% |
| 3M | -6.0% | +26.6% | -32.6% | -4.8% |
| 6M | +7.8% | +18.9% | -11.2% | +8.4% |
| YTD | +14.6% | +39.2% | -24.6% | +15.4% |
| 1Y | +31.8% | +34.0% | -2.2% | +32.8% |
| All | +31.8% | +31.6% | +0.2% | +32.8% |
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