+1,994.5%
RSG vs GEN
+2,539.1%
-544.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.8% |
| 7D | +0.3% | -1.2% | +1.5% | +0.4% |
| 30D | +7.6% | +10.1% | -2.6% | +6.3% |
| 3M | +7.4% | +16.1% | -8.7% | +5.4% |
| 6M | -3.3% | +38.9% | -42.1% | -7.5% |
| YTD | +6.0% | +14.4% | -8.4% | +3.7% |
| 1Y | -3.7% | +5.9% | -9.5% | -4.9% |
| 3Y | +59.1% | +58.8% | +0.3% | +48.2% |
| 5Y | +89.0% | +24.7% | +64.4% | +79.5% |
| 10Y | +412.5% | +163.1% | +249.4% | +331.2% |
| All | +1,994.5% | +2,539.1% | -544.6% | +1,139.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling