+2,808.6%
RSG vs LII
+2,806.7%
+1.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | +1.6% | -2.3% | +3.9% | +2.1% |
| 30D | +13.5% | -1.7% | +15.1% | +13.6% |
| 3M | +16.3% | -18.3% | +34.6% | +21.0% |
| 6M | +26.9% | -32.3% | +59.2% | +35.9% |
| YTD | +19.1% | -27.1% | +46.2% | +24.5% |
| 1Y | +21.8% | -27.2% | +49.0% | +27.3% |
| 3Y | +63.5% | -8.9% | +72.4% | +58.7% |
| 5Y | +98.6% | +19.7% | +79.0% | +77.7% |
| 10Y | +444.4% | +168.9% | +275.5% | +300.4% |
| All | +2,808.6% | +2,806.7% | +1.9% | +1,030.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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