+90.0%
RSG vs UUUU
+79.1%
+10.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.7% | +0.8% |
| 7D | 0.0% | -10.5% | +10.5% | +0.1% |
| 30D | +4.0% | -10.5% | +14.5% | +4.1% |
| 3M | +7.4% | -14.1% | +21.5% | +7.5% |
| 6M | +0.1% | -35.5% | +35.6% | +0.6% |
| YTD | +6.0% | -10.9% | +17.0% | +5.2% |
| 1Y | -3.0% | +3.4% | -6.3% | -4.7% |
| 3Y | +56.5% | +73.1% | -16.6% | +48.7% |
| All | +90.0% | +79.1% | +10.9% | +77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling