+3.9%
W vs RRC
+28.5%
-24.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.7% |
| 7D | +3.3% | -10.3% | +13.6% | -1.1% |
| 30D | +10.5% | +19.5% | -8.9% | +20.9% |
| 3M | +9.6% | +27.9% | -18.3% | +25.5% |
| 6M | +76.4% | +21.2% | +55.2% | +98.9% |
| YTD | +16.4% | +39.6% | -23.2% | +37.1% |
| All | +3.9% | +28.5% | -24.7% | +19.9% |
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