-8.5%
EQT vs RSG
+21.1%
-29.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.3% | -3.9% |
| 7D | -6.9% | +5.6% | -12.5% | -7.9% |
| 30D | -3.2% | +16.1% | -19.4% | -6.6% |
| 3M | -0.9% | +20.5% | -21.4% | -5.2% |
| 6M | -13.0% | +22.7% | -35.7% | -16.9% |
| YTD | -4.4% | +18.7% | -23.1% | -8.7% |
| 1Y | -8.5% | +21.9% | -30.4% | -12.2% |
| All | -8.5% | +21.1% | -29.6% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling