+24.8%
RSG vs ACWI
+11.6%
+13.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.2% |
| 7D | +1.4% | +2.7% | -1.3% | +2.6% |
| 30D | +15.0% | -2.6% | +17.6% | +13.9% |
| 3M | +18.5% | -3.2% | +21.6% | +17.0% |
| 6M | +25.8% | +1.9% | +23.9% | +26.9% |
| YTD | +20.8% | +11.3% | +9.5% | +24.2% |
| 1Y | +24.8% | +11.7% | +13.1% | +28.5% |
| All | +24.8% | +11.6% | +13.2% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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