+2,788.6%
RSG vs LII
+2,783.5%
+5.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | +2.0% | +0.4% | +1.5% | +1.8% |
| 30D | +14.2% | -2.4% | +16.6% | +14.5% |
| 3M | +15.8% | -17.5% | +33.2% | +20.2% |
| 6M | +24.6% | -32.8% | +57.4% | +33.6% |
| YTD | +18.2% | -27.7% | +45.9% | +23.9% |
| 1Y | +22.8% | -28.1% | +50.8% | +28.6% |
| 3Y | +62.4% | -9.7% | +72.0% | +57.9% |
| 5Y | +96.0% | +19.5% | +76.6% | +75.4% |
| 10Y | +448.5% | +170.6% | +277.9% | +302.9% |
| All | +2,788.6% | +2,783.5% | +5.0% | +1,024.5% |
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