+710.1%
GOOG vs RSP
+211.7%
+498.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.4% |
| 7D | +4.8% | +1.8% | +3.1% | +3.1% |
| 30D | -15.5% | +3.5% | -19.0% | -18.4% |
| 3M | -13.7% | +0.2% | -13.9% | -14.1% |
| 6M | -23.0% | +9.1% | -32.1% | -29.2% |
| YTD | -5.7% | +16.6% | -22.3% | -18.4% |
| 1Y | +3.0% | +17.9% | -14.9% | -11.8% |
| 3Y | +122.4% | +64.6% | +57.8% | +37.8% |
| 5Y | +99.2% | +48.4% | +50.8% | +37.4% |
| All | +710.1% | +211.7% | +498.4% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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