+191.3%
BAX vs RSG
+2,005.0%
-1,813.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | -9.7% | +3.3% | -13.0% | -10.4% |
| 3M | +29.3% | +8.5% | +20.8% | +27.0% |
| 6M | +40.7% | -3.5% | +44.2% | +41.6% |
| YTD | +30.3% | +5.5% | +24.8% | +28.6% |
| 1Y | +3.4% | -1.7% | +5.1% | +3.6% |
| 3Y | -32.0% | +56.9% | -88.9% | -38.4% |
| 5Y | -66.9% | +89.4% | -156.3% | -71.2% |
| 10Y | -37.1% | +412.5% | -449.6% | -54.6% |
| All | +191.3% | +2,005.0% | -1,813.7% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RSG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling