+90.0%
RSG vs GNRC
-58.7%
+148.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.2% | +0.7% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | +4.0% | -15.7% | +19.7% | +4.5% |
| 3M | +7.4% | -27.3% | +34.7% | +8.3% |
| 6M | +0.1% | -12.1% | +12.2% | -0.2% |
| YTD | +6.0% | +37.1% | -31.1% | +3.2% |
| 1Y | -3.0% | -0.5% | -2.5% | -4.2% |
| 3Y | +56.5% | +61.5% | -5.0% | +48.0% |
| All | +90.0% | -58.7% | +148.7% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling