+8.8%
UUUU vs RRC
+22.6%
-13.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.7% | -6.3% |
| 7D | -5.0% | -1.2% | -3.9% | -5.2% |
| 30D | -7.8% | +3.0% | -10.8% | -7.2% |
| 3M | -0.4% | +7.3% | -7.7% | +1.4% |
| 6M | -32.9% | +3.6% | -36.5% | -32.0% |
| YTD | -6.3% | +19.4% | -25.6% | -3.4% |
| All | +8.8% | +22.6% | -13.9% | +21.4% |
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