+1,174.5%
RSG vs WU
-21.6%
+1,196.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | +3.3% | -1.1% | +4.4% | +3.5% |
| 3M | +8.5% | -1.8% | +10.3% | +7.8% |
| 6M | -3.5% | -23.9% | +20.4% | +2.4% |
| YTD | +5.5% | -20.4% | +25.9% | +10.3% |
| 1Y | -1.7% | -10.6% | +8.8% | -1.2% |
| 3Y | +56.9% | -27.7% | +84.6% | +64.0% |
| 5Y | +89.4% | -51.1% | +140.5% | +117.3% |
| 10Y | +412.5% | -40.7% | +453.2% | +436.3% |
| All | +1,174.5% | -21.6% | +1,196.1% | +999.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 all: compounded portfolio wealth divided by compounded WU 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…
all analysis · Full analysis span regression · 6 months rolling