+497.8%
UUUU vs RRC
+6.5%
+491.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.7% | -6.4% |
| 7D | -5.0% | -1.2% | -3.9% | -4.7% |
| 30D | -7.8% | +3.0% | -10.8% | -8.7% |
| 3M | -0.4% | +7.3% | -7.7% | -3.3% |
| 6M | -32.9% | +3.6% | -36.5% | -34.5% |
| YTD | -6.3% | +19.4% | -25.6% | -12.9% |
| 1Y | +7.9% | +21.4% | -13.5% | -1.4% |
| 3Y | +85.2% | +32.8% | +52.4% | +61.2% |
| 5Y | +97.0% | +152.0% | -55.0% | +39.4% |
| All | +497.8% | +6.5% | +491.3% | +392.6% |
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