+56.3%
RSG vs GEN
+57.6%
-1.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | 0.0% | -2.9% | +2.9% | +0.3% |
| 30D | +3.7% | +2.1% | +1.6% | +3.4% |
| 3M | +6.2% | +19.7% | -13.6% | +4.0% |
| 6M | -2.8% | +33.3% | -36.0% | -5.9% |
| YTD | +5.9% | +11.1% | -5.2% | +5.1% |
| 1Y | -1.8% | +3.0% | -4.8% | -1.5% |
| All | +56.3% | +57.6% | -1.3% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling