+448.0%
RSG vs GEN
+152.9%
+295.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | +2.5% | +2.0% | +0.4% | +2.2% |
| 30D | +12.7% | +27.7% | -15.0% | +9.2% |
| 3M | +17.9% | +3.3% | +14.7% | +17.0% |
| 6M | +25.0% | +31.8% | -6.8% | +20.0% |
| YTD | +20.8% | +13.5% | +7.3% | +17.9% |
| 1Y | +24.3% | +16.0% | +8.2% | +21.0% |
| 3Y | +65.3% | +70.6% | -5.3% | +52.0% |
| 5Y | +99.1% | +32.1% | +66.9% | +87.3% |
| All | +448.0% | +152.9% | +295.1% | +372.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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