+1,984.4%
RSG vs BBWI
+384.0%
+1,600.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | -0.7% | +1.6% | -2.3% | -1.0% |
| 30D | +3.3% | -6.2% | +9.5% | +4.1% |
| 3M | +8.5% | +4.3% | +4.1% | +7.1% |
| 6M | -3.5% | -7.2% | +3.6% | -3.8% |
| YTD | +5.5% | -3.0% | +8.5% | +4.0% |
| 1Y | -1.7% | -30.8% | +29.0% | +1.1% |
| 3Y | +56.9% | -43.4% | +100.3% | +59.9% |
| 5Y | +89.4% | -66.7% | +156.1% | +103.5% |
| 10Y | +412.5% | -55.7% | +468.2% | +358.4% |
| All | +1,984.4% | +384.0% | +1,600.4% | +690.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling