+1,181.7%
RSG vs ACWI
+339.1%
+842.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +2.0% | -0.2% | +2.1% | +1.9% |
| 30D | +14.2% | -3.3% | +17.5% | +16.3% |
| 3M | +15.8% | -3.4% | +19.2% | +17.9% |
| 6M | +24.6% | +0.8% | +23.8% | +22.6% |
| YTD | +18.2% | +10.7% | +7.5% | +8.6% |
| 1Y | +22.8% | +11.6% | +11.2% | +12.0% |
| 3Y | +62.4% | +73.4% | -11.0% | +7.5% |
| 5Y | +96.0% | +60.2% | +35.9% | +35.2% |
| 10Y | +448.5% | +221.6% | +226.9% | +125.5% |
| All | +1,181.7% | +339.1% | +842.6% | +294.4% |
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