+420.8%
RSG vs UUUU
+465.5%
-44.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.7% | +0.9% |
| 7D | 0.0% | -10.5% | +10.5% | +0.4% |
| 30D | +4.0% | -10.5% | +14.5% | +4.3% |
| 3M | +7.4% | -14.1% | +21.5% | +7.7% |
| 6M | +0.1% | -35.5% | +35.6% | +1.1% |
| YTD | +6.0% | -10.9% | +17.0% | +5.0% |
| 1Y | -3.0% | +3.4% | -6.3% | -5.3% |
| 3Y | +56.5% | +73.1% | -16.6% | +46.1% |
| 5Y | +90.9% | +87.1% | +3.8% | +72.6% |
| All | +420.8% | +465.5% | -44.7% | +295.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling