+494.4%
TEAM vs RSG
+428.9%
+65.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | +15.8% | +4.0% | +11.8% | +13.6% |
| 3M | +101.5% | +7.4% | +94.1% | +95.4% |
| 6M | +138.2% | +0.1% | +138.1% | +137.5% |
| YTD | +10.8% | +6.0% | +4.8% | +7.2% |
| 1Y | +1.7% | -3.0% | +4.7% | +2.7% |
| 3Y | -16.0% | +56.5% | -72.5% | -36.0% |
| 5Y | -52.7% | +90.9% | -143.6% | -67.5% |
| All | +494.4% | +428.9% | +65.5% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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