+417.0%
RSG vs DAR
+375.1%
+41.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | -1.8% | +0.9% | -2.7% | -1.9% |
| 30D | +2.8% | +6.4% | -3.6% | +1.7% |
| 3M | +4.3% | +13.2% | -8.9% | +2.1% |
| 6M | -0.5% | +26.2% | -26.7% | -4.4% |
| YTD | +5.2% | +84.4% | -79.1% | -4.6% |
| 1Y | -2.1% | +112.0% | -114.2% | -13.5% |
| 3Y | +56.5% | +13.4% | +43.2% | +50.0% |
| 5Y | +89.5% | -6.0% | +95.5% | +82.1% |
| All | +417.0% | +375.1% | +41.9% | +221.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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