+47.1%
EQT vs RSG
+428.9%
-381.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | 0.0% | +4.0% | -3.9% | -1.6% |
| 3M | +5.9% | +7.4% | -1.4% | +2.6% |
| 6M | -14.8% | +0.1% | -14.9% | -15.2% |
| YTD | +1.8% | +6.0% | -4.3% | -1.3% |
| 1Y | +7.4% | -3.0% | +10.3% | +8.0% |
| 3Y | +33.6% | +56.5% | -22.9% | +8.4% |
| 5Y | +199.3% | +90.9% | +108.4% | +121.1% |
| All | +47.1% | +428.9% | -381.8% | -44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling