+24.3%
RSG vs SBAC
-2.9%
+27.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +2.5% | +0.6% | +1.9% | +2.4% |
| 30D | +12.7% | +5.5% | +7.2% | +11.7% |
| 3M | +17.9% | +3.1% | +14.9% | +17.1% |
| 6M | +25.0% | -7.0% | +32.0% | +25.4% |
| YTD | +20.8% | +0.5% | +20.3% | +21.3% |
| 1Y | +24.3% | +0.2% | +24.0% | +25.0% |
| All | +24.3% | -2.9% | +27.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling