+460.1%
RSG vs DOC
+14.9%
+445.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | +5.6% | +6.2% | -0.7% | +3.7% |
| 30D | +16.1% | +6.5% | +9.7% | +14.0% |
| 3M | +20.5% | -6.2% | +26.7% | +22.6% |
| 6M | +22.7% | +25.6% | -2.9% | +13.8% |
| YTD | +18.7% | +32.1% | -13.4% | +8.1% |
| 1Y | +21.9% | +20.3% | +1.6% | +14.1% |
| 3Y | +67.6% | +42.7% | +24.9% | +45.1% |
| 5Y | +99.3% | -22.2% | +121.5% | +110.3% |
| All | +460.1% | +14.9% | +445.2% | +414.0% |
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