+411.2%
RSG vs DOC
-2.1%
+413.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.5% |
| 7D | +0.3% | -1.5% | +1.7% | +0.7% |
| 30D | +7.6% | -4.8% | +12.3% | +9.0% |
| 3M | +7.4% | +6.9% | +0.5% | +5.3% |
| 6M | -3.3% | +20.7% | -24.0% | -9.2% |
| YTD | +6.0% | +34.1% | -28.1% | -3.8% |
| 1Y | -3.7% | +22.6% | -26.3% | -10.4% |
| 3Y | +59.1% | +20.8% | +38.3% | +45.8% |
| 5Y | +89.0% | -24.9% | +113.9% | +101.9% |
| All | +411.2% | -2.1% | +413.3% | +387.6% |
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