+420.8%
RSG vs BB
+1.6%
+419.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.7% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +4.0% | -12.5% | +16.5% | +4.4% |
| 3M | +7.4% | -17.4% | +24.8% | +7.7% |
| 6M | +0.1% | +119.1% | -119.0% | -3.8% |
| YTD | +6.0% | +102.4% | -96.4% | +2.2% |
| 1Y | -3.0% | +98.2% | -101.2% | -6.6% |
| 3Y | +56.5% | +46.9% | +9.6% | +50.8% |
| 5Y | +90.9% | -26.4% | +117.3% | +87.4% |
| All | +420.8% | +1.6% | +419.2% | +339.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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