+89.5%
RSG vs BEN
+36.2%
+53.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.5% |
| 7D | -1.8% | +0.3% | -2.1% | -1.8% |
| 30D | +2.8% | +0.9% | +1.9% | +2.7% |
| 3M | +4.3% | +9.2% | -4.9% | +3.2% |
| 6M | -0.5% | +36.8% | -37.3% | -4.3% |
| YTD | +5.2% | +44.4% | -39.2% | +0.4% |
| 1Y | -2.1% | +45.8% | -48.0% | -6.8% |
| 3Y | +56.5% | +52.5% | +4.0% | +45.8% |
| 5Y | +89.5% | +37.7% | +51.8% | +76.1% |
| All | +89.5% | +36.2% | +53.3% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling