+1,049.0%
RSG vs ACWI
+356.8%
+692.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +0.3% | +0.5% | -0.2% | -0.1% |
| 30D | +7.6% | +0.9% | +6.7% | +6.9% |
| 3M | +7.4% | +2.4% | +5.0% | +5.2% |
| 6M | -3.3% | +12.4% | -15.6% | -11.5% |
| YTD | +6.0% | +15.2% | -9.2% | -4.8% |
| 1Y | -3.7% | +22.7% | -26.4% | -17.4% |
| 3Y | +59.1% | +75.8% | -16.7% | +4.8% |
| 5Y | +89.0% | +67.7% | +21.3% | +26.9% |
| 10Y | +412.5% | +229.0% | +183.5% | +108.5% |
| All | +1,049.0% | +356.8% | +692.2% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling