+99.1%
RSG vs RRC
+134.0%
-34.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +2.5% | +6.4% | -3.9% | +2.0% |
| 30D | +12.7% | +23.9% | -11.2% | +10.5% |
| 3M | +17.9% | +30.2% | -12.2% | +15.1% |
| 6M | +25.0% | +26.3% | -1.3% | +22.2% |
| YTD | +20.8% | +48.1% | -27.3% | +16.4% |
| 1Y | +24.3% | +37.7% | -13.4% | +20.4% |
| 3Y | +65.3% | +60.3% | +5.0% | +56.9% |
| All | +99.1% | +134.0% | -34.9% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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