+201.2%
RSG vs ACI
+21.2%
+180.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.5% | +0.4% |
| 7D | 0.0% | -3.7% | +3.8% | +0.4% |
| 30D | +4.0% | +0.6% | +3.4% | +3.9% |
| 3M | +7.4% | -20.3% | +27.7% | +9.3% |
| 6M | +0.1% | -24.7% | +24.8% | +2.4% |
| YTD | +6.0% | -27.2% | +33.2% | +8.7% |
| 1Y | -3.0% | -32.7% | +29.7% | +0.1% |
| 3Y | +56.5% | -43.9% | +100.4% | +63.7% |
| 5Y | +90.9% | -38.9% | +129.8% | +97.6% |
| All | +201.2% | +21.2% | +180.0% | +203.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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