+420.8%
RSG vs WCN
+235.9%
+185.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | 0.0% | -3.1% | +3.1% | +2.4% |
| 30D | +4.0% | -3.4% | +7.3% | +6.6% |
| 3M | +7.4% | +3.0% | +4.4% | +5.0% |
| 6M | +0.1% | -3.8% | +3.9% | +2.7% |
| YTD | +6.0% | -8.3% | +14.3% | +12.2% |
| 1Y | -3.0% | -9.7% | +6.8% | +3.8% |
| 3Y | +56.5% | +17.2% | +39.3% | +36.6% |
| 5Y | +90.9% | +25.3% | +65.6% | +57.3% |
| All | +420.8% | +235.9% | +185.0% | +151.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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