+454.4%
RSG vs DOC
+15.7%
+438.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | +1.2% | +6.5% | -5.3% | -0.7% |
| 30D | +14.2% | +9.2% | +5.0% | +11.3% |
| 3M | +17.8% | -2.5% | +20.3% | +18.5% |
| 6M | +24.0% | +7.1% | +16.9% | +21.2% |
| YTD | +17.5% | +33.0% | -15.5% | +6.7% |
| 1Y | +21.9% | +23.3% | -1.3% | +13.3% |
| 3Y | +64.6% | +44.9% | +19.7% | +41.8% |
| 5Y | +97.3% | -21.6% | +118.9% | +107.7% |
| All | +454.4% | +15.7% | +438.7% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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